A detailed history of Beacon Capital Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beacon Capital Management, LLC holds 17 shares of IYR stock, worth $1,486. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17
Previous 17 -0.0%
Holding current value
$1,486
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 12, 2023

SELL
$80.51 - $86.54 $161 - $173
-2 Reduced 10.53%
17 $1,000
Q1 2023

Apr 20, 2023

BUY
$78.73 - $95.24 $157 - $190
2 Added 11.76%
19 $1,000
Q4 2022

Jan 27, 2023

BUY
$82.26 - $89.17 $329 - $356
4 Added 30.77%
17 $0
Q1 2022

May 16, 2022

BUY
N/A
13 New
13 $1,000

Others Institutions Holding IYR

About ISHARES TR


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

Track Beacon Capital Management, LLC Portfolio

Follow Beacon Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Capital Management, LLC with notifications on news.