Bogart Wealth, LLC Ishares Tr Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 80 shares of IYR stock, worth $7,574. This represents 0.0% of its overall portfolio holdings.

Number of Shares
80
Previous 75 6.67%
Holding current value
$7,574
Previous $6,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$86.93 - $103.61 $434 - $518
5 Added 6.67%
80 $8,000
Q1 2022

Apr 22, 2022
SELL
$99.21 - $115.26 $5,754 - $6,685
-58 Reduced 43.61%
75 $8,000
Q3 2021

Oct 15, 2021
BUY
$102.34 - $111.27 $2,660 - $2,893
26 Added 24.3%
133 $14,000
Q2 2021

Aug 06, 2021
BUY
$93.58 - $104.97 $7,018 - $7,872
75 Added 234.38%
107 $11,000
Q1 2021

Apr 16, 2021
BUY
$82.27 - $92.74 $2,632 - $2,967
32 New
32 $3,000

Others Institutions Holding IYR

# of Institutions
599
Shares Held
57.1M
Call Options Held
11.4M
Put Options Held
13.1M
View Full List

About ISHARES TR

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