A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 4,708 shares of IYR stock, worth $439,774. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,708
Previous 4,296 9.59%
Holding current value
$439,774
Previous $376,000 27.39%
% of portfolio
0.17%
Previous 0.14%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$86.93 - $103.61 $35,815 - $42,687
412 Added 9.59%
4,708 $479,000
Q2 2024

Aug 08, 2024

SELL
$81.6 - $89.23 $3,508 - $3,836
-43 Reduced 0.99%
4,296 $376,000
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
$76.97 - $89.17 $114,608 - $132,774
1,489 Added 41.05%
5,116 $430,000
Q3 2022

Oct 28, 2022

SELL
$80.64 - $103.19 $167,973 - $214,944
-2,083 Reduced 36.48%
3,627 $295,000
Q2 2022

Aug 03, 2022

SELL
$86.95 - $112.38 $425,446 - $549,875
-4,893 Reduced 46.15%
5,710 $525,000
Q1 2022

Apr 28, 2022

BUY
$99.21 - $115.26 $277,192 - $322,036
2,794 Added 35.78%
10,603 $0
Q4 2021

Jan 20, 2022

BUY
$103.03 - $116.14 $67,381 - $75,955
654 Added 9.14%
7,809 $907,000
Q3 2021

Nov 16, 2021

BUY
$102.34 - $111.27 $49,737 - $54,077
486 Added 7.29%
7,155 $732,000
Q2 2021

Aug 03, 2021

BUY
$93.58 - $104.97 $29,290 - $32,855
313 Added 4.92%
6,669 $679,000
Q1 2021

May 25, 2021

BUY
$82.27 - $92.74 $522,908 - $589,455
6,356 New
6,356 $623,000
Q4 2020

Mar 09, 2021

SELL
$76.87 - $86.71 $192,021 - $216,601
-2,498 Closed
0 $0
Q4 2020

Mar 09, 2021

BUY
$76.87 - $86.71 $192,021 - $216,601
2,498 New
2,498 $214,000

Others Institutions Holding IYR

About ISHARES TR


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