A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 17,830 shares of IYR stock, worth $1.56 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,830
Previous 18,785 5.08%
Holding current value
$1.56 Million
Previous $1.72 Million 6.7%
% of portfolio
0.01%
Previous 0.02%

Shares

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

May 08, 2024

SELL
$85.32 - $92.22 $81,480 - $88,070
-955 Reduced 5.08%
17,830 $1.6 Million
Q4 2023

Feb 07, 2024

SELL
$73.28 - $92.46 $136,960 - $172,807
-1,869 Reduced 9.05%
18,785 $1.72 Million
Q3 2023

Nov 07, 2023

SELL
$77.12 - $89.86 $60,924 - $70,989
-790 Reduced 3.68%
20,654 $1.61 Million
Q2 2023

Aug 11, 2023

SELL
$80.51 - $86.54 $27,936 - $30,029
-347 Reduced 1.59%
21,444 $1.86 Million
Q1 2023

Apr 28, 2023

SELL
$78.73 - $95.24 $362,394 - $438,389
-4,603 Reduced 17.44%
21,791 $1.85 Million
Q4 2022

Feb 13, 2023

BUY
$82.26 - $89.17 $499,400 - $541,351
6,071 Added 29.87%
26,394 $2.22 Million
Q3 2022

Nov 01, 2022

SELL
N/A
-1,838 Reduced 8.29%
20,323 $1.66 Million
Q2 2022

Aug 02, 2022

SELL
N/A
-4,297 Reduced 16.24%
22,161 $2.04 Million
Q1 2022

Apr 27, 2022

BUY
N/A
6,004 Added 29.35%
26,458 $2.86 Million
Q4 2021

Jan 24, 2022

BUY
N/A
1,540 Added 8.14%
20,454 $2.38 Million
Q3 2021

Oct 21, 2021

BUY
N/A
1,371 Added 7.82%
18,914 $1.93 Million
Q2 2021

Jul 29, 2021

BUY
N/A
178 Added 1.03%
17,543 $1.79 Million
Q1 2021

May 13, 2021

SELL
N/A
-3,078 Reduced 15.06%
17,365 $1.6 Million
Q4 2020

Jan 22, 2021

SELL
N/A
-40,303 Reduced 66.35%
20,443 $1.75 Million
Q3 2020

Oct 14, 2020

BUY
N/A
34,474 Added 131.22%
60,746 $4.85 Million
Q2 2020

Aug 06, 2020

SELL
N/A
-370 Reduced 1.39%
26,272 $2.07 Million
Q1 2020

Apr 30, 2020

BUY
N/A
2,087 Added 8.5%
26,642 $1.85 Million
Q4 2019

Feb 14, 2020

BUY
N/A
24,555 New
24,555 $2.29 Million

Others Institutions Holding IYR

About ISHARES TR


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