A detailed history of Center For Financial Planning, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 2,286 shares of IYR stock, worth $211,203. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,286
Previous 2,286 -0.0%
Holding current value
$211,203
Previous $200,000 16.0%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 27, 2023

SELL
$76.97 - $89.17 $41,486 - $48,062
-539 Reduced 19.08%
2,286 $0
Q3 2020

Nov 12, 2020

SELL
$76.71 - $84.15 $33,215 - $36,436
-433 Reduced 13.29%
2,825 $226,000
Q2 2020

Aug 06, 2020

SELL
$64.24 - $86.82 $29,550 - $39,937
-460 Reduced 12.37%
3,258 $257,000
Q1 2020

May 11, 2020

SELL
$57.84 - $100.28 $2,776 - $4,813
-48 Reduced 1.27%
3,718 $259,000
Q4 2019

Feb 14, 2020

BUY
$89.52 - $95.36 $337,132 - $359,125
3,766 New
3,766 $351,000

Others Institutions Holding IYR

About ISHARES TR


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