Encompass Wealth Advisors, LLC Ishares Tr Transaction History

Encompass Wealth Advisors, LLC

  • $273 Million
  • Q1 2024

A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 4,339 shares of IYR stock, worth $378,447. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,339
Previous 5,327 18.55%
Holding current value
$378,447
Previous $486,000 19.75%
% of portfolio
0.14%
Previous 0.21%

Shares

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

May 10, 2024
SELL
$85.32 - $92.22 $84,296 - $91,113
-988 Reduced 18.55%
4,339 $390,000
Q4 2023

Feb 13, 2024
BUY
$73.28 - $92.46 $82,073 - $103,555
1,120 Added 26.62%
5,327 $486,000
Q3 2023

Nov 07, 2023
SELL
$77.12 - $89.86 $61,233 - $71,348
-794 Reduced 15.88%
4,207 $328,000
Q2 2023

Aug 09, 2023
SELL
$80.51 - $86.54 $3,864 - $4,153
-48 Reduced 0.95%
5,001 $432,000
Q1 2023

May 04, 2023
SELL
$78.73 - $95.24 $5,274 - $6,381
-67 Reduced 1.31%
5,049 $428,000
Q4 2022

Feb 01, 2023
BUY
$82.26 - $89.17 $122,485 - $132,774
1,489 Added 41.05%
5,116 $430,000
Q3 2022

Oct 28, 2022
SELL
N/A
-2,083 Reduced 36.48%
3,627 $295,000
Q2 2022

Aug 03, 2022
SELL
N/A
-4,893 Reduced 46.15%
5,710 $525,000
Q1 2022

Apr 28, 2022
BUY
N/A
2,794 Added 35.78%
10,603 $0
Q4 2021

Jan 20, 2022
BUY
N/A
654 Added 9.14%
7,809 $907,000
Q3 2021

Nov 16, 2021
BUY
N/A
486 Added 7.29%
7,155 $732,000
Q2 2021

Aug 03, 2021
BUY
N/A
313 Added 4.92%
6,669 $679,000
Q1 2021

May 25, 2021
BUY
N/A
6,356 New
6,356 $623,000
Q4 2020

Mar 09, 2021
SELL
N/A
-2,498 Closed
0 $0
Q4 2020

Mar 09, 2021
BUY
N/A
2,498 New
2,498 $214,000

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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