Fusion Family Wealth LLC Ishares Tr Transaction History

Fusion Family Wealth LLC

$1.08 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	SELL	$93.58 - $104.97 $26,202 - $29,391	-280 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$64.24 - $86.82 $1,156 - $1,562	-18 Reduced 6.04%	280 $22,000
Q1 2020 May 06, 2020	SELL	$57.84 - $100.28 $17,352 - $30,084	-300 Reduced 50.17%	298 $21,000
Q3 2019 Oct 31, 2019	SELL	$91.54 - $93.76 $109,115 - $111,761	-1,192 Reduced 66.59%	598 $56,000
Q2 2019 Aug 06, 2019	BUY	N/A	1,000 Added 126.58%	1,790 $156,000
Q1 2019 May 10, 2019	SELL	N/A	-1,011 Reduced 56.14%	790 $69,000
Q4 2018 Jan 18, 2019	SELL	N/A	-60 Reduced 3.22%	1,801 $135,000
Q3 2018 Nov 07, 2018	SELL	N/A	-307 Reduced 14.16%	1,861 $149,000
Q2 2018 Aug 03, 2018	SELL	N/A	-164 Reduced 7.03%	2,168 $175,000
Q1 2018 May 02, 2018	SELL	N/A	-378 Reduced 13.95%	2,332 $176,000
Q4 2017 Feb 06, 2018	SELL	N/A	-323 Reduced 10.65%	2,710 $220,000
Q3 2017 Oct 30, 2017	SELL	N/A	-75 Reduced 2.41%	3,033 $242,000
Q2 2017 Aug 07, 2017	BUY	N/A	3,108	3,108 $248,000

Others Institutions Holding IYR

# of Institutions

595

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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