Concord Wealth Partners Ishares Tr Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Concord Wealth Partners holds 353 shares of IYR stock, worth $35,427. This represents 0.01% of its overall portfolio holdings.

Number of Shares

353

Previous 356 0.84%

Holding current value

$35,427

Previous $31,000 12.9%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

595

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Concord Wealth Partners Ishares Tr Transaction History