Bellwether Advisors, LLC Ishares Tr Transaction History

Bellwether Advisors, LLC

$457 Million
Q1 2025

A detailed history of Bellwether Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bellwether Advisors, LLC holds 1,462 shares of IYR stock, worth $138,217. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,462

Previous 1,223 19.54%

Holding current value

$138,217

Previous $113,000 23.01%

% of portfolio

0.03%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$89.49 - $98.98 $21,388 - $23,656	239 Added 19.54%	1,462 $139,000
Q4 2024 Feb 14, 2025	BUY	$90.74 - $102.87 $110,975 - $125,810	1,223 New	1,223 $113,000
Q1 2023 May 05, 2023	BUY	$78.73 - $95.24 $1,495 - $1,809	19 Added 2.92%	670 $56,000
Q4 2022 Feb 13, 2023	BUY	$76.97 - $89.17 $7,773 - $9,006	101 Added 18.36%	651 $54,000
Q3 2022 Nov 14, 2022	SELL	$80.64 - $103.19 $112,654 - $144,156	-1,397 Reduced 71.75%	550 $44,000
Q2 2022 Aug 05, 2022	BUY	$86.95 - $112.38 $1,739 - $2,247	20 Added 1.04%	1,947 $179,000
Q1 2022 Apr 29, 2022	SELL	$99.21 - $115.26 $29,167 - $33,886	-294 Reduced 13.24%	1,927 $208,000
Q3 2021 Nov 12, 2021	SELL	$102.34 - $111.27 $6,242 - $6,787	-61 Reduced 2.67%	2,221 $231,000
Q2 2021 Aug 10, 2021	BUY	$93.58 - $104.97 $5,427 - $6,088	58 Added 2.61%	2,282 $232,000
Q1 2021 May 06, 2021	BUY	$82.27 - $92.74 $1,234 - $1,391	15 Added 0.68%	2,224 $204,000
Q4 2020 Jan 29, 2021	BUY	$76.87 - $86.71 $169,805 - $191,542	2,209 New	2,209 $189,000

Others Institutions Holding IYR

# of Institutions

579

Shares Held

43.3M

Call Options Held

5.79M

Put Options Held

4.51M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Bellwether Advisors, LLC Ishares Tr Transaction History