Financial & Tax Architects, LLC Ishares Tr Transaction History

Financial & Tax Architects, LLC

$373 Billion
Q2 2024

A detailed history of Financial & Tax Architects, LLC transactions in Ishares Tr stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 6,761 shares of IYR stock, worth $682,320. This represents 0.16% of its overall portfolio holdings.

Number of Shares

6,761

Previous 6,924 2.35%

Holding current value

$682,320

Previous $622 Million 4.7%

% of portfolio

0.16%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$81.6 - $89.23 $13,300 - $14,544	-163 Reduced 2.35%	6,761 $593 Million
Q1 2024 May 08, 2024	SELL	$85.32 - $92.22 $53,324 - $57,637	-625 Reduced 8.28%	6,924 $622 Million
Q4 2023 Jan 25, 2024	BUY	$73.28 - $92.46 $553,190 - $697,980	7,549 New	7,549 $690 Million
Q4 2021 Aug 25, 2023	BUY	$103.03 - $116.14 $202,660 - $228,447	1,967 Added 21.11%	11,287 $1.31 Billion
Q3 2021 Aug 25, 2023	BUY	$102.34 - $111.27 $223,612 - $243,124	2,185 Added 30.62%	9,320 $954 Million
Q2 2021 Aug 25, 2023	BUY	$93.58 - $104.97 $124,835 - $140,029	1,334 Added 23.0%	7,135 $727 Million
Q1 2021 Aug 25, 2023	BUY	$82.27 - $92.74 $477,248 - $537,984	5,801 New	5,801 $533 Million

Others Institutions Holding IYR

# of Institutions

556

Shares Held

30.7M

Call Options Held

6.83M

Put Options Held

5.86M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Financial & Tax Architects, LLC Ishares Tr Transaction History