Bergan Kdv Wealth Management, LLC Ishares Tr Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

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 $274,698. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,160
Previous 3,166 0.19%
Holding current value
$274,698
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
$82.26 - $89.17 $31,834 - $34,508
387 Added 14.43%
3,068 $258,000
Q3 2022

Oct 24, 2022
SELL
N/A
-158 Reduced 5.57%
2,681 $218,000
Q2 2022

Jul 13, 2022
SELL
N/A
-57 Reduced 1.97%
2,839 $261,000
Q1 2022

May 09, 2022
BUY
N/A
2,896 New
2,896 $313,000
Q3 2020

Nov 05, 2020
SELL
N/A
-610 Closed
0 $0
Q1 2020

Apr 24, 2020
BUY
N/A
359 Added 143.03%
610 $42,000
Q3 2019

Nov 08, 2019
SELL
N/A
-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

# of Institutions
549
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

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

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth 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 Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email