Davies Financial Advisors, Inc. Ishares Tr Transaction History

Davies Financial Advisors, Inc.

  • $117 Billion
  • Q1 2025

A detailed history of Davies Financial Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 8,276 shares of IYR stock, worth $768,592. This represents 0.68% of its overall portfolio holdings.

Number of Shares
8,276
Previous 7,795 6.17%
Holding current value
$768,592
Previous $725 Million 9.24%
% of portfolio
0.68%
Previous 0.62%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$89.49 - $98.98 $43,044 - $47,609
481 Added 6.17%
8,276 $792 Million
Q4 2024

Jan 16, 2025
BUY
$90.74 - $102.87 $43,464 - $49,274
479 Added 6.55%
7,795 $725 Million
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

# of Institutions
603
Shares Held
55.8M
Call Options Held
8.93M
Put Options Held
12.5M
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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