A detailed history of Aspiriant, LLC transactions in Ishares Tr stock. As of the latest transaction made, Aspiriant, LLC holds 10,036 shares of IYR stock, worth $877,848. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,036
Previous 9,910 1.27%
Holding current value
$877,848
Previous $905,000 0.33%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$85.32 - $92.22 $10,750 - $11,619
126 Added 1.27%
10,036 $902,000
Q4 2023

Jan 26, 2024

BUY
$73.28 - $92.46 $726,204 - $916,278
9,910 New
9,910 $905,000
Q3 2019

Nov 04, 2019

SELL
N/A
-184,742 Closed
0 $0
Q1 2019

May 03, 2019

SELL
N/A
-47,618 Reduced 20.49%
184,742 $16.1 Million
Q4 2018

Feb 04, 2019

SELL
N/A
-230 Reduced 0.1%
232,360 $17.4 Million
Q3 2018

Oct 26, 2018

BUY
N/A
3 Added 0.0%
232,590 $18.6 Million
Q2 2018

Aug 07, 2018

SELL
N/A
-37,171 Reduced 13.78%
232,587 $18.7 Million
Q1 2018

May 04, 2018

BUY
N/A
269,758 New
269,758 $20.4 Million
Q4 2017

Jan 31, 2018

SELL
N/A
-411,646 Closed
0 $0
Q3 2017

Nov 13, 2017

BUY
N/A
411,646
411,646 $32.9 Million

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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