Financial Advocates Investment Management Ishares Tr Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$73.28 - $92.46 $504,972 - $637,141	-6,891 Reduced 40.83%	9,987 $912,000
Q3 2023 Oct 27, 2023	BUY	$77.12 - $89.86 $101,258 - $117,986	1,313 Added 8.44%	16,878 $1.32 Million
Q2 2023 Aug 07, 2023	BUY	$80.51 - $86.54 $1.05 Million - $1.13 Million	13,064 Added 522.35%	15,565 $1.35 Million
Q1 2023 May 11, 2023	SELL	$78.73 - $95.24 $1.56 Million - $1.89 Million	-19,795 Reduced 88.78%	2,501 $212,000
Q4 2022 Feb 14, 2023	BUY	$76.97 - $89.17 $1.52 Million - $1.77 Million	19,795 Added 791.48%	22,296 $1.88 Million
Q2 2022 Aug 12, 2022	SELL	$86.95 - $112.38 $21,041 - $27,195	-242 Reduced 8.82%	2,501 $230,000
Q1 2022 May 11, 2022	SELL	$99.21 - $115.26 $85,022 - $98,777	-857 Reduced 23.81%	2,743 $297,000
Q4 2021 Feb 14, 2022	BUY	$103.03 - $116.14 $123,326 - $139,019	1,197 Added 49.81%	3,600 $551,000
Q2 2021 Aug 03, 2021	SELL	$93.58 - $104.97 $46,415 - $52,065	-496 Reduced 17.11%	2,403 $245,000
Q1 2021 May 10, 2021	BUY	$82.27 - $92.74 $238,500 - $268,853	2,899 New	2,899 $267,000
Q1 2020 Apr 29, 2020	SELL	$57.84 - $100.28 $164,207 - $284,694	-2,839 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$89.52 - $95.36 $11,010 - $11,729	123 Added 4.53%	2,839 $264,000
Q3 2019 Nov 13, 2019	BUY	$91.54 - $93.76 $457 - $468	5 Added 0.18%	2,716 $254,000
Q2 2019 Aug 08, 2019	BUY	N/A	43 Added 1.61%	2,711 $237,000
Q1 2019 May 16, 2019	SELL	N/A	-38,874 Reduced 93.58%	2,668 $233,000
Q4 2018 Feb 14, 2019	SELL	N/A	-2,882 Reduced 6.49%	41,542 $0
Q3 2018 Nov 14, 2018	BUY	N/A	2,794 Added 6.71%	44,424 $0
Q2 2018 Aug 09, 2018	BUY	N/A	37,485 Added 904.34%	41,630 $3.34 Million
Q1 2018 May 11, 2018	SELL	N/A	-36,816 Reduced 89.88%	4,145 $313,000
Q4 2017 Feb 15, 2018	BUY	N/A	40,961	40,961 $3.32 Million

Others Institutions Holding IYR

# of Institutions

598

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

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About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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