Ballew Advisors, Inc Ishares Tr Transaction History

Ballew Advisors, Inc

$152 Million
Q4 2024

A detailed history of Ballew Advisors, Inc transactions in Ishares Tr stock. As of the latest transaction made, Ballew Advisors, Inc holds 15,277 shares of IYR stock, worth $1.43 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

15,277

Previous 16,952 9.88%

Holding current value

$1.43 Million

Previous $1.73 Million 17.67%

% of portfolio

0.93%

Previous 1.18%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$90.74 - $102.87 $151,989 - $172,307	-1,675 Reduced 9.88%	15,277 $1.42 Million
Q3 2024 Oct 10, 2024	BUY	$86.93 - $103.61 $3,042 - $3,626	35 Added 0.21%	16,952 $1.73 Million
Q2 2024 Jul 17, 2024	SELL	$81.6 - $89.23 $28,233 - $30,873	-346 Reduced 2.0%	16,917 $1.48 Million
Q1 2024 Apr 11, 2024	BUY	$85.32 - $92.22 $61,771 - $66,767	724 Added 4.38%	17,263 $1.55 Million
Q4 2023 Jan 18, 2024	BUY	$73.28 - $92.46 $20,298 - $25,611	277 Added 1.7%	16,539 $1.51 Million
Q3 2023 Oct 06, 2023	BUY	$77.12 - $89.86 $9,794 - $11,412	127 Added 0.79%	16,262 $1.27 Million
Q2 2023 Jul 20, 2023	BUY	$80.51 - $86.54 $1,771 - $1,903	22 Added 0.14%	16,135 $1.4 Million
Q1 2023 Jul 06, 2023	SELL	$78.73 - $95.24 $25,980 - $31,429	-330 Reduced 2.01%	16,113 $1.37 Million
Q4 2022 Jan 13, 2023	BUY	$76.97 - $89.17 $19,935 - $23,095	259 Added 1.6%	16,443 $0
Q3 2022 Oct 11, 2022	BUY	$80.64 - $103.19 $6,773 - $8,667	84 Added 0.52%	16,184 $1.26 Million
Q2 2022 Jul 26, 2022	SELL	$86.95 - $112.38 $40,518 - $52,369	-466 Reduced 2.81%	16,100 $1.47 Million
Q1 2022 Apr 28, 2022	SELL	$99.21 - $115.26 $35,021 - $40,686	-353 Reduced 2.09%	16,566 $1.81 Million
Q4 2021 Jan 26, 2022	SELL	$103.03 - $116.14 $42,345 - $47,733	-411 Reduced 2.37%	16,919 $1.85 Million
Q3 2021 Oct 19, 2021	SELL	$102.34 - $111.27 $85,658 - $93,132	-837 Reduced 4.61%	17,330 $1.79 Million
Q2 2021 Jul 15, 2021	SELL	$93.58 - $104.97 $1.76 Million - $1.98 Million	-18,829 Reduced 50.89%	18,167 $1.9 Million
Q1 2021 Apr 13, 2021	BUY	$82.27 - $92.74 $1.47 Million - $1.66 Million	17,876 Added 93.49%	36,996 $3.46 Million
Q4 2020 Jan 13, 2021	SELL	$76.87 - $86.71 $552,157 - $622,837	-7,183 Reduced 27.31%	19,120 $1.57 Million
Q3 2020 Oct 06, 2020	BUY	$76.71 - $84.15 $445,148 - $488,322	5,803 Added 28.31%	26,303 $2.19 Million
Q2 2020 Jul 13, 2020	SELL	$64.24 - $86.82 $31,220 - $42,194	-486 Reduced 2.32%	20,500 $1.62 Million
Q1 2020 Jul 10, 2020	BUY	$57.84 - $100.28 $69,928 - $121,238	1,209 Added 6.11%	20,986 $1.46 Million
Q4 2019 Jan 14, 2020	BUY	$89.52 - $95.36 $32,137 - $34,234	359 Added 1.85%	19,777 $1.82 Million
Q3 2019 Oct 15, 2019	BUY	$91.54 - $93.76 $823 - $843	9 Added 0.05%	19,418 $1.8 Million
Q2 2019 Jul 17, 2019	SELL	N/A	-261 Reduced 1.33%	19,409 $1.74 Million
Q1 2019 May 08, 2019	SELL	N/A	-693 Reduced 3.4%	19,670 $1.72 Million
Q4 2018 Feb 12, 2019	BUY	N/A	933 Added 4.8%	20,363 $1.71 Million
Q3 2018 Oct 30, 2018	BUY	N/A	1,250 Added 6.88%	19,430 $1.49 Million
Q2 2018 Jul 30, 2018	BUY	N/A	1,607 Added 9.7%	18,180 $1.47 Million
Q1 2018 May 07, 2018	BUY	N/A	2,957 Added 21.72%	16,573 $1.25 Million
Q4 2017 Jan 30, 2018	BUY	N/A	13,616	13,616 $1.1 Million

Others Institutions Holding IYR

# of Institutions

598

Shares Held

57.1M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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Ballew Advisors, Inc Ishares Tr Transaction History