A detailed history of Clear Point Advisors Inc. transactions in Ishares Tr stock. As of the latest transaction made, Clear Point Advisors Inc. holds 415 shares of IYR stock, worth $41,649. This represents 0.03% of its overall portfolio holdings.

Number of Shares
415
Previous 562 26.16%
Holding current value
$41,649
Previous $49.3 Million 14.27%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 08, 2024

SELL
$86.93 - $103.61 $12,778 - $15,230
-147 Reduced 26.16%
415 $42.3 Million
Q2 2024

Aug 14, 2024

BUY
$81.6 - $89.23 $244 - $267
3 Added 0.54%
562 $49.3 Million
Q1 2024

May 15, 2024

SELL
$85.32 - $92.22 $29,094 - $31,447
-341 Reduced 37.89%
559 $50.2 Million
Q4 2023

May 15, 2024

BUY
$73.28 - $92.46 $65,952 - $83,214
900 New
900 $82.2 Million

Others Institutions Holding IYR

About ISHARES TR


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