Ballew Advisors, Inc Ishares Tr Transaction History

Ballew Advisors, Inc

$142 Million
Q1 2024

A detailed history of Ballew Advisors, Inc transactions in Ishares Tr stock. As of the latest transaction made, Ballew Advisors, Inc holds 17,263 shares of IYR stock, worth $1.51 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

17,263

Previous 16,539 4.38%

Holding current value

$1.51 Million

Previous $1.51 Million 2.65%

% of portfolio

1.09%

Previous 1.14%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.26 - $89.17 $21,305 - $23,095	259 Added 1.6%	16,443 $0
Q3 2022 Oct 11, 2022	BUY	N/A	84 Added 0.52%	16,184 $1.26 Million
Q2 2022 Jul 26, 2022	SELL	N/A	-466 Reduced 2.81%	16,100 $1.47 Million
Q1 2022 Apr 28, 2022	SELL	N/A	-353 Reduced 2.09%	16,566 $1.81 Million
Q4 2021 Jan 26, 2022	SELL	N/A	-411 Reduced 2.37%	16,919 $1.85 Million
Q3 2021 Oct 19, 2021	SELL	N/A	-837 Reduced 4.61%	17,330 $1.79 Million
Q2 2021 Jul 15, 2021	SELL	N/A	-18,829 Reduced 50.89%	18,167 $1.9 Million
Q1 2021 Apr 13, 2021	BUY	N/A	17,876 Added 93.49%	36,996 $3.46 Million
Q4 2020 Jan 13, 2021	SELL	N/A	-7,183 Reduced 27.31%	19,120 $1.57 Million
Q3 2020 Oct 06, 2020	BUY	N/A	5,803 Added 28.31%	26,303 $2.19 Million
Q2 2020 Jul 13, 2020	SELL	N/A	-486 Reduced 2.32%	20,500 $1.62 Million
Q1 2020 Jul 10, 2020	BUY	N/A	1,209 Added 6.11%	20,986 $1.46 Million
Q4 2019 Jan 14, 2020	BUY	N/A	359 Added 1.85%	19,777 $1.82 Million
Q3 2019 Oct 15, 2019	BUY	N/A	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

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ballew Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ballew Advisors, Inc with notifications on news.

Account

Ballew Advisors, Inc Ishares Tr Transaction History