Epg Wealth Management LLC Ishares Tr Transaction History

Epg Wealth Management LLC

$396 Billion
Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Epg Wealth Management LLC holds 110 shares of IYR stock, worth $11,039. This represents 0.0% of its overall portfolio holdings.

Number of Shares

110

Previous 0 Infinity%

Holding current value

$11,039

Previous $0 Infinity%

% of portfolio

0.0%

Previous 100.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$86.93 - $103.61 $9,562 - $11,397	110 New	110 $11.2 Million
Q2 2024 Aug 13, 2024	SELL	$81.6 - $89.23 $8,976 - $9,815	-110 Closed	0 $0
Q3 2022 Nov 15, 2022	BUY	$80.64 - $103.19 $8,870 - $11,350	110 New	110 $9,000
Q2 2022 Aug 15, 2022	SELL	$86.95 - $112.38 $9,564 - $12,361	-110 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$99.21 - $115.26 $9,921 - $11,526	-100 Reduced 47.62%	110 $12,000
Q4 2021 Feb 14, 2022	BUY	$103.03 - $116.14 $10,303 - $11,614	100 Added 90.91%	210 $24,000
Q3 2021 Nov 15, 2021	BUY	$102.34 - $111.27 $11,257 - $12,239	110 New	110 $11,000
Q2 2020 Aug 06, 2020	SELL	$64.24 - $86.82 $7,066 - $9,550	-110 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$57.84 - $100.28 $6,651 - $11,532	-115 Reduced 51.11%	110 $8,000
Q4 2019 Feb 14, 2020	BUY	$89.52 - $95.36 $20,142 - $21,456	225 New	225 $21,000

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

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Epg Wealth Management LLC Ishares Tr Transaction History