Element Wealth, LLC Ishares Tr Transaction History

Element Wealth, LLC

  • $170 Million
  • Q1 2024

A detailed history of Element Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Element Wealth, LLC holds 2,517 shares of IYR stock, worth $220,161. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,517
Previous 1,187 112.05%
Holding current value
$220,161
Previous $108,000 109.26%
% of portfolio
0.13%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$85.32 - $92.22 $113,475 - $122,652
1,330 Added 112.05%
2,517 $226,000
Q4 2020

Feb 05, 2021
SELL
N/A
-525 Reduced 30.67%
1,187 $102,000
Q1 2020

May 14, 2020
BUY
N/A
525 Added 44.23%
1,712 $119,000
Q4 2019

Feb 12, 2020
BUY
N/A
1,187 New
1,187 $110,000

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

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