Clearview Wealth Advisors LLC Ishares Tr Transaction History

Clearview Wealth Advisors LLC

  • $97.3 Million
  • Q1 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 2,493 shares of IYR stock, worth $218,062. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,493
Holding current value
$218,062
% of portfolio
0.23%

Shares

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

Apr 09, 2024
BUY
$85.32 - $92.22 $212,702 - $229,904
2,493 New
2,493 $224,000
Q3 2023

Oct 30, 2023
BUY
$77.12 - $89.86 $534,364 - $622,639
6,929 Added 43306.25%
6,945 $542,000
Q2 2023

Aug 07, 2023
SELL
$80.51 - $86.54 $557,129 - $598,856
-6,920 Reduced 99.77%
16 $1,000
Q1 2023

Apr 12, 2023
BUY
$78.73 - $95.24 $546,071 - $660,584
6,936 New
6,936 $588,000

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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