Epg Wealth Management LLC Ishares Tr Transaction History

Epg Wealth Management LLC

  • $401 Million
  • Q1 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 $9,621. This represents 0.0% of its overall portfolio holdings.

Number of Shares
110
Previous 110 -0.0%
Holding current value
$9,621
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 15, 2022
BUY
N/A
110 New
110 $9,000
Q2 2022

Aug 15, 2022
SELL
N/A
-110 Closed
0 $0
Q1 2022

May 10, 2022
SELL
N/A
-100 Reduced 47.62%
110 $12,000
Q4 2021

Feb 14, 2022
BUY
N/A
100 Added 90.91%
210 $24,000
Q3 2021

Nov 15, 2021
BUY
N/A
110 New
110 $11,000
Q2 2020

Aug 06, 2020
SELL
N/A
-110 Closed
0 $0
Q1 2020

May 05, 2020
SELL
N/A
-115 Reduced 51.11%
110 $8,000
Q4 2019

Feb 14, 2020
BUY
N/A
225 New
225 $21,000

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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