A detailed history of Burke & Herbert Bank & Trust CO transactions in Ishares Tr stock. As of the latest transaction made, Burke & Herbert Bank & Trust CO holds 5,865 shares of IYR stock, worth $588,611. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,865
Previous 4,465 31.35%
Holding current value
$588,611
Previous $391,000 52.69%
% of portfolio
0.15%
Previous 0.1%

Shares

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

Oct 23, 2024

BUY
$86.93 - $103.61 $121,702 - $145,054
1,400 Added 31.35%
5,865 $597,000
Q2 2024

Jul 16, 2024

BUY
$81.6 - $89.23 $364,344 - $398,411
4,465 New
4,465 $391,000

Others Institutions Holding IYR

About ISHARES TR


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

Track Burke & Herbert Bank & Trust CO Portfolio

Follow Burke & Herbert Bank & Trust CO 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 Burke & Herbert Bank & Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Burke & Herbert Bank & Trust CO with notifications on news.