Delos Wealth Advisors, LLC Ishares Tr Transaction History

Delos Wealth Advisors, LLC

$85.8 Million
Q1 2024

A detailed history of Delos Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 511 shares of IYR stock, worth $44,569. This represents 0.05% of its overall portfolio holdings.

Number of Shares

511

Previous 699 26.9%

Holding current value

$44,569

Previous $63,000 28.57%

% of portfolio

0.05%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$85.32 - $92.22 $16,040 - $17,337	-188 Reduced 26.9%	511 $45,000
Q2 2023 Sep 01, 2023	SELL	$80.51 - $86.54 $14,330 - $15,404	-178 Reduced 20.3%	699 $60,000
Q1 2023 May 15, 2023	SELL	$78.73 - $95.24 $959,482 - $1.16 Million	-12,187 Reduced 93.29%	877 $74,000
Q4 2022 Feb 14, 2023	SELL	$82.26 - $89.17 $2.03 Million - $2.2 Million	-24,620 Reduced 65.33%	13,064 $1.1 Million
Q3 2022 Nov 15, 2022	BUY	N/A	4,162 Added 12.42%	37,684 $3.07 Million

Q2 2022 Aug 15, 2022	BUY	N/A	2,370 Added 7.61%	33,522 $3.08 Million
Q1 2022 May 16, 2022	BUY	N/A	1,928 Added 6.6%	31,152 $3.37 Million
Q4 2021 Feb 14, 2022	BUY	N/A	768 Added 2.7%	29,224 $3.39 Million
Q3 2021 Nov 12, 2021	BUY	N/A	3,162 Added 12.5%	28,456 $2.91 Million
Q2 2021 Aug 13, 2021	BUY	N/A	25,294 New	25,294 $2.58 Million

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Delos Wealth Advisors, LLC Ishares Tr Transaction History