A detailed history of Capstone Triton Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capstone Triton Financial Group, LLC holds 8,056 shares of IYR stock, worth $783,043. This represents 0.53% of its overall portfolio holdings.

Number of Shares
8,056
Previous 8,097 0.51%
Holding current value
$783,043
Previous $710,000 15.49%
% of portfolio
0.53%
Previous 0.5%

Shares

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

Oct 25, 2024

SELL
$86.93 - $103.61 $3,564 - $4,248
-41 Reduced 0.51%
8,056 $820,000
Q2 2024

Aug 13, 2024

BUY
$81.6 - $89.23 $14,198 - $15,526
174 Added 2.2%
8,097 $710,000
Q1 2024

Apr 19, 2024

BUY
$85.32 - $92.22 $2,133 - $2,305
25 Added 0.32%
7,923 $712,000
Q4 2023

Jan 09, 2024

SELL
$73.28 - $92.46 $2,051 - $2,588
-28 Reduced 0.35%
7,898 $721,000
Q3 2023

Oct 11, 2023

SELL
$77.12 - $89.86 $18,971 - $22,105
-246 Reduced 3.01%
7,926 $619,000
Q2 2023

Jul 17, 2023

BUY
$80.51 - $86.54 $80 - $86
1 Added 0.01%
8,172 $707,000
Q1 2023

Apr 06, 2023

SELL
$78.73 - $95.24 $105,419 - $127,526
-1,339 Reduced 14.08%
8,171 $693,000
Q4 2022

Jan 17, 2023

BUY
$76.97 - $89.17 $731,984 - $848,006
9,510 New
9,510 $0

Others Institutions Holding IYR

About ISHARES TR


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