Aveo Capital Partners, LLC Ishares Tr Transaction History

Aveo Capital Partners, LLC

  • $883 Million
  • Q1 2024

A detailed history of Aveo Capital Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 4,933 shares of IYR stock, worth $430,256. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,933
Previous 4,626 6.64%
Holding current value
$430,256
Previous $422,000 4.98%
% of portfolio
0.05%
Previous 0.05%

Shares

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

May 06, 2024
BUY
$85.32 - $92.22 $26,193 - $28,311
307 Added 6.64%
4,933 $443,000
Q4 2023

Feb 06, 2024
SELL
$73.28 - $92.46 $44,993 - $56,770
-614 Reduced 11.72%
4,626 $422,000
Q3 2023

Nov 06, 2023
BUY
$77.12 - $89.86 $6,940 - $8,087
90 Added 1.75%
5,240 $409,000
Q2 2023

Aug 08, 2023
BUY
$80.51 - $86.54 $12,479 - $13,413
155 Added 3.1%
5,150 $445,000
Q1 2023

May 03, 2023
SELL
$78.73 - $95.24 $46,057 - $55,715
-585 Reduced 10.48%
4,995 $424,000
Q4 2022

Feb 03, 2023
SELL
$82.26 - $89.17 $16,369 - $17,744
-199 Reduced 3.44%
5,580 $469,000
Q3 2022

Nov 09, 2022
SELL
N/A
-2,919 Reduced 33.56%
5,779 $471,000
Q2 2022

Aug 05, 2022
BUY
N/A
203 Added 2.39%
8,698 $800,000
Q1 2022

May 13, 2022
SELL
N/A
-8,632 Reduced 50.4%
8,495 $919,000
Q4 2021

Feb 11, 2022
BUY
N/A
9,677 Added 129.89%
17,127 $1.99 Million
Q3 2021

Nov 12, 2021
BUY
N/A
1,441 Added 23.98%
7,450 $763,000
Q2 2021

Aug 13, 2021
SELL
N/A
-164 Reduced 2.66%
6,009 $613,000
Q1 2021

May 11, 2021
BUY
N/A
6,173 New
6,173 $568,000
Q4 2020

Feb 10, 2021
SELL
N/A
-3,876 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
N/A
3,876 New
3,876 $309,000
Q2 2020

Aug 12, 2020
SELL
N/A
-9,778 Closed
0 $0
Q1 2020

May 05, 2020
BUY
N/A
466 Added 5.0%
9,778 $680,000
Q4 2019

Feb 06, 2020
SELL
N/A
-3,485 Reduced 27.23%
9,312 $867,000
Q3 2019

Nov 07, 2019
BUY
N/A
3,855 Added 43.11%
12,797 $1.2 Million
Q2 2019

Aug 06, 2019
BUY
N/A
1,806 Added 25.31%
8,942 $795,000
Q1 2019

May 07, 2019
BUY
N/A
814 Added 12.88%
7,136 $621,000
Q4 2018

Feb 11, 2019
SELL
N/A
-302 Reduced 4.56%
6,322 $474,000
Q3 2018

Nov 09, 2018
SELL
N/A
-604 Reduced 8.36%
6,624 $508,000
Q2 2018

Aug 14, 2018
SELL
N/A
-414 Reduced 5.42%
7,228 $582,000
Q1 2018

May 11, 2018
BUY
N/A
282 Added 3.83%
7,642 $577,000
Q4 2017

Feb 05, 2018
SELL
N/A
-41 Reduced 0.55%
7,360 $596,000
Q3 2017

Nov 14, 2017
BUY
N/A
7,401
7,401 $591,000

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

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