A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 3,160 shares of IYR stock, worth $317,137. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,160
Previous 3,166 0.19%
Holding current value
$317,137
Previous $268,000 1.87%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 24, 2023

SELL
$80.51 - $86.54 $483 - $519
-6 Reduced 0.19%
3,160 $273,000
Q1 2023

Apr 27, 2023

BUY
$78.73 - $95.24 $7,715 - $9,333
98 Added 3.19%
3,166 $268,000
Q4 2022

Jan 31, 2023

BUY
$76.97 - $89.17 $29,787 - $34,508
387 Added 14.43%
3,068 $258,000
Q3 2022

Oct 24, 2022

SELL
$80.64 - $103.19 $12,741 - $16,304
-158 Reduced 5.57%
2,681 $218,000
Q2 2022

Jul 13, 2022

SELL
$86.95 - $112.38 $4,956 - $6,405
-57 Reduced 1.97%
2,839 $261,000
Q1 2022

May 09, 2022

BUY
$99.21 - $115.26 $287,312 - $333,792
2,896 New
2,896 $313,000
Q3 2020

Nov 05, 2020

SELL
$76.71 - $84.15 $46,793 - $51,331
-610 Closed
0 $0
Q1 2020

Apr 24, 2020

BUY
$57.84 - $100.28 $20,764 - $36,000
359 Added 143.03%
610 $42,000
Q3 2019

Nov 08, 2019

SELL
$91.54 - $93.76 $193,057 - $197,739
-2,109 Reduced 89.36%
251 $23,000
Q2 2019

Aug 12, 2019

BUY
N/A
247 Added 11.69%
2,360 $206,000
Q1 2019

May 09, 2019

SELL
N/A
-72 Reduced 3.3%
2,113 $184,000
Q4 2018

Feb 01, 2019

BUY
N/A
3 Added 0.14%
2,185 $164,000
Q3 2018

Nov 09, 2018

BUY
N/A
89 Added 4.25%
2,182 $175,000
Q2 2018

Jul 23, 2018

BUY
N/A
2,093 New
2,093 $169,000

Others Institutions Holding IYR

About ISHARES TR


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