A detailed history of Davies Financial Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 7,316 shares of IYR stock, worth $711,115. This represents 0.65% of its overall portfolio holdings.

Number of Shares
7,316
Previous 7,677 4.7%
Holding current value
$711,115
Previous $674 Million 10.65%
% of portfolio
0.65%
Previous 0.63%

Shares

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

Oct 09, 2024

SELL
$86.93 - $103.61 $31,381 - $37,403
-361 Reduced 4.7%
7,316 $745 Million
Q2 2024

Jul 30, 2024

SELL
$81.6 - $89.23 $10,036 - $10,975
-123 Reduced 1.58%
7,677 $674 Million
Q1 2024

Apr 25, 2024

BUY
$85.32 - $92.22 $665,496 - $719,316
7,800 New
7,800 $701 Million

Others Institutions Holding IYR

About ISHARES TR


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