Fairhaven Wealth Management, LLC Ishares Tr Transaction History

Fairhaven Wealth Management, LLC

  • $291 Million
  • Q1 2024

A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 3,730 shares of IYR stock, worth $326,263. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,730
Previous 3,742 0.32%
Holding current value
$326,263
Previous $342,000 2.05%
% of portfolio
0.12%
Previous 0.13%

Shares

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

May 01, 2024
SELL
$85.32 - $92.22 $1,023 - $1,106
-12 Reduced 0.32%
3,730 $335,000
Q4 2023

Feb 08, 2024
SELL
$73.28 - $92.46 $10,992 - $13,868
-150 Reduced 3.85%
3,742 $342,000
Q3 2023

Nov 14, 2023
SELL
$77.12 - $89.86 $44,344 - $51,669
-575 Reduced 12.87%
3,892 $304,000
Q2 2023

Aug 11, 2023
SELL
$80.51 - $86.54 $724 - $778
-9 Reduced 0.2%
4,467 $386,000
Q4 2022

Feb 10, 2023
BUY
$82.26 - $89.17 $6,416 - $6,955
78 Added 1.77%
4,476 $376,000
Q3 2022

Nov 10, 2022
SELL
N/A
-164 Reduced 3.59%
4,398 $358,000
Q2 2022

Aug 08, 2022
SELL
N/A
-87 Reduced 1.87%
4,562 $420,000
Q4 2021

Jan 18, 2022
SELL
N/A
-64 Reduced 1.36%
4,649 $540,000
Q3 2021

Nov 10, 2021
SELL
N/A
-5 Reduced 0.11%
4,713 $483,000
Q2 2021

Aug 09, 2021
SELL
N/A
-6 Reduced 0.13%
4,718 $481,000
Q1 2021

May 13, 2021
SELL
N/A
-54,496 Reduced 92.02%
4,724 $434,000
Q4 2020

Feb 12, 2021
BUY
N/A
1,714 Added 2.98%
59,220 $5.07 Million
Q3 2020

Nov 04, 2020
SELL
N/A
-170 Reduced 0.29%
57,506 $4.59 Million
Q2 2020

Aug 14, 2020
BUY
N/A
3,185 Added 5.85%
57,676 $4.55 Million
Q1 2020

May 05, 2020
BUY
N/A
1,240 Added 2.33%
54,491 $3.79 Million
Q4 2019

Feb 07, 2020
BUY
N/A
452 Added 0.86%
53,251 $4.96 Million
Q3 2019

Nov 15, 2019
BUY
N/A
556 Added 1.06%
52,799 $4.94 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-623 Reduced 1.18%
52,243 $4.56 Million
Q1 2019

Apr 19, 2019
BUY
N/A
2,111 Added 4.16%
52,866 $4.6 Million
Q4 2018

Feb 14, 2019
BUY
N/A
50,755 New
50,755 $3.8 Million

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
Track This Portfolio

Track Fairhaven Wealth Management, LLC Portfolio

Follow Fairhaven Wealth Management, 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 Fairhaven Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fairhaven Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email