Emerson Wealth, LLC Ishares Tr Transaction History

Emerson Wealth, LLC

  • $153 Million
  • Q2 2022

A detailed history of Emerson Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Emerson Wealth, LLC holds 1,013 shares of IYR stock, worth $101,664. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,013
Previous 1,013 -0.0%
Holding current value
$101,664
Previous $110,000 15.45%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

Apr 22, 2021
BUY
$82.27 - $92.74 $83,339 - $93,945
1,013 New
1,013 $93,000
Q3 2019

Oct 15, 2019
SELL
$91.54 - $93.76 $256,312 - $262,528
-2,800 Closed
0 $0
Q2 2019

Sep 27, 2019
BUY
N/A
126 Added 4.71%
2,800 $244,000
Q1 2019

May 16, 2019
SELL
N/A
-679 Reduced 20.25%
2,674 $233,000
Q4 2018

Feb 05, 2019
BUY
N/A
3,353 New
3,353 $251,000

Others Institutions Holding IYR

# of Institutions
597
Shares Held
56.3M
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
Track This Portfolio

Track Emerson Wealth, LLC Portfolio

Follow Emerson Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Emerson Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Emerson Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email