Capital Analysts, LLC Ishares Tr Transaction History

Capital Analysts, LLC

  • $2.49 Billion
  • Q4 2024

A detailed history of Capital Analysts, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Analysts, LLC holds 75 shares of IYR stock, worth $7,194. This represents 0.0% of its overall portfolio holdings.

Number of Shares
75
Previous 75 -0.0%
Holding current value
$7,194
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Nov 15, 2021
SELL
$93.58 - $104.97 $11,229 - $12,596
-120 Reduced 61.54%
75 $8,000
Q2 2021

Aug 05, 2021
BUY
$93.58 - $104.97 $11,229 - $12,596
120 Added 160.0%
195 $20,000
Q1 2021

May 17, 2021
SELL
$82.27 - $92.74 $65,816 - $74,192
-800 Reduced 91.43%
75 $7,000
Q2 2019

Aug 13, 2019
SELL
N/A
-62 Reduced 6.62%
875 $76,000
Q1 2019

May 13, 2019
BUY
N/A
37 Added 4.11%
937 $81,000
Q1 2018

May 14, 2018
SELL
N/A
-990 Reduced 52.38%
900 $68,000
Q4 2017

Feb 14, 2018
BUY
N/A
1,890 New
1,890 $153,000
Q4 2017

Feb 12, 2018
SELL
N/A
-1,890 Closed
0 $0
Q3 2017

Nov 06, 2017
BUY
N/A
1,890
1,890 $151,000

Others Institutions Holding IYR

# of Institutions
608
Shares Held
59.3M
Call Options Held
9.67M
Put Options Held
14.2M
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 Capital Analysts, LLC Portfolio

Follow Capital Analysts, 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 Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email