Carson Allaria Wealth Management, Ltd. Ishares Tr Transaction History

Carson Allaria Wealth Management, Ltd.

  • $155 Million
  • Q1 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares Tr stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 45,491 shares of IYR stock, worth $3.97 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
45,491
Previous 39,145 16.21%
Holding current value
$3.97 Million
Previous $3.58 Million 14.28%
% of portfolio
2.63%
Previous 2.59%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$85.32 - $92.22 $541,440 - $585,228
6,346 Added 16.21%
45,491 $4.09 Million
Q4 2023

Feb 08, 2024
BUY
$73.28 - $92.46 $284,179 - $358,559
3,878 Added 11.0%
39,145 $3.58 Million
Q3 2023

Nov 09, 2023
BUY
$77.12 - $89.86 $137,890 - $160,669
1,788 Added 5.34%
35,267 $2.76 Million
Q2 2023

Aug 01, 2023
BUY
$80.51 - $86.54 $117,625 - $126,434
1,461 Added 4.56%
33,479 $2.9 Million
Q1 2023

Apr 26, 2023
BUY
$78.73 - $95.24 $225,403 - $272,672
2,863 Added 9.82%
32,018 $2.72 Million
Q4 2022

Feb 06, 2023
BUY
$82.26 - $89.17 $27,968 - $30,317
340 Added 1.18%
29,155 $2.46 Million
Q3 2022

Nov 09, 2022
BUY
N/A
2,490 Added 9.46%
28,815 $2.35 Million
Q2 2022

Aug 02, 2022
BUY
N/A
1,038 Added 4.1%
26,325 $2.42 Million
Q1 2022

May 05, 2022
BUY
N/A
3,533 Added 16.24%
25,287 $2.74 Million
Q4 2021

Feb 10, 2022
BUY
N/A
21,754 New
21,754 $2.53 Million

Others Institutions Holding IYR

# of Institutions
550
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
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