Concord Wealth Partners Ishares Tr Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Concord Wealth Partners holds 350 shares of IYR stock, worth $33,810. This represents 0.0% of its overall portfolio holdings.

Number of Shares
350
Previous 352 0.57%
Holding current value
$33,810
Previous $33,000 -0.0%
% of portfolio
0.0%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$84.48 - $96.25 $168 - $192
-2 Reduced 0.57%
350 $33,000
Q1 2025

May 02, 2025
BUY
$89.49 - $98.98 $89 - $98
1 Added 0.28%
352 $33,000
Q4 2024

Jan 23, 2025
SELL
$90.74 - $102.87 $181 - $205
-2 Reduced 0.57%
351 $32,000
Q3 2024

Oct 24, 2024
SELL
$86.93 - $103.61 $260 - $310
-3 Reduced 0.84%
353 $35,000
Q1 2024

Apr 30, 2024
BUY
$85.32 - $92.22 $85 - $92
1 Added 0.28%
356 $32,000
Q4 2023

Apr 30, 2024
BUY
$73.28 - $92.46 $512 - $647
7 Added 2.01%
355 $32,000
Q4 2023

Feb 05, 2024
BUY
$73.28 - $92.46 $512 - $647
7 Added 2.01%
355 $32,000
Q3 2023

Apr 30, 2024
SELL
$77.12 - $89.86 $539 - $629
-7 Reduced 1.97%
348 $27,000
Q2 2023

Aug 07, 2023
BUY
$80.51 - $86.54 $161 - $173
2 Added 0.58%
348 $30,000
Q1 2023

Apr 26, 2023
SELL
$78.73 - $95.24 $2,834 - $3,428
-36 Reduced 9.42%
346 $29,000
Q4 2022

Jan 27, 2023
BUY
$76.97 - $89.17 $29,402 - $34,062
382 New
382 $32,000
Q2 2022

Aug 04, 2022
BUY
$86.95 - $112.38 $173 - $224
2 Added 0.6%
338 $31,000
Q1 2022

Apr 20, 2022
BUY
$99.21 - $115.26 $99 - $115
1 Added 0.3%
336 $36,000
Q4 2021

Jan 21, 2022
BUY
$103.03 - $116.14 $34,515 - $38,906
335 New
335 $39,000

Others Institutions Holding IYR

# of Institutions
581
Shares Held
49.3M
Call Options Held
7.48M
Put Options Held
5.48M
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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