Davies Financial Advisors, Inc. Ishares Tr Transaction History

Davies Financial Advisors, Inc.

  • $118 Billion
  • Q4 2024

A detailed history of Davies Financial Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 7,795 shares of IYR stock, worth $731,638. This represents 0.62% of its overall portfolio holdings.

Number of Shares
7,795
Previous 7,316 6.55%
Holding current value
$731,638
Previous $745 Million 2.66%
% of portfolio
0.62%
Previous 0.65%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
597
Shares Held
56.9M
Call Options Held
11.4M
Put Options Held
13.1M
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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