Global Retirement Partners, LLC Ishares Tr Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Global Retirement Partners, LLC holds 17,149 shares of IYR stock, worth $1.72 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

17,149

Previous 15,374 11.55%

Holding current value

$1.72 Million

Previous $1.35 Million 29.53%

% of portfolio

0.05%

Previous 0.04%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$86.93 - $103.61 $154,300 - $183,907	1,775 Added 11.55%	17,149 $1.75 Million
Q2 2024 Jul 23, 2024	BUY	$81.6 - $89.23 $143,697 - $157,134	1,761 Added 12.94%	15,374 $1.35 Million
Q1 2024 Apr 23, 2024	BUY	$85.32 - $92.22 $151,784 - $164,059	1,779 Added 15.03%	13,613 $1.22 Million
Q4 2023 Jan 18, 2024	BUY	$73.28 - $92.46 $573,709 - $723,869	7,829 Added 195.48%	11,834 $1.08 Million
Q3 2023 Oct 13, 2023	SELL	$77.12 - $89.86 $60,539 - $70,540	-785 Reduced 16.39%	4,005 $312,000
Q2 2023 Jul 20, 2023	SELL	$80.51 - $86.54 $245,072 - $263,427	-3,044 Reduced 38.86%	4,790 $414,000
Q1 2023 May 05, 2023	BUY	$78.73 - $95.24 $378,770 - $458,199	4,811 Added 159.15%	7,834 $665,000
Q4 2022 Feb 13, 2023	BUY	$76.97 - $89.17 $461 - $535	6 Added 0.2%	3,023 $254,000
Q4 2022 Feb 13, 2023	BUY	$76.97 - $89.17 $461 - $535	6 Added 0.2%	3,023 $254,000
Q3 2022 Nov 03, 2022	BUY	$80.64 - $103.19 $2,580 - $3,302	32 Added 1.07%	3,017 $253,000
Q2 2022 Jul 15, 2022	BUY	$86.95 - $112.38 $173 - $224	2 Added 0.07%	2,985 $275,000
Q1 2022 Jul 14, 2022	BUY	$99.21 - $115.26 $295,943 - $343,820	2,983 New	2,983 $289,000
Q4 2021 Jan 21, 2022	SELL	$103.03 - $116.14 $255,411 - $287,911	-2,479 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$102.34 - $111.27 $15,658 - $17,024	153 Added 6.58%	2,479 $254,000
Q2 2021 Jul 15, 2021	BUY	$93.58 - $104.97 $93 - $104	1 Added 0.04%	2,326 $237,000
Q1 2021 Apr 14, 2021	BUY	$82.27 - $92.74 $164 - $185	2 Added 0.09%	2,325 $214,000
Q4 2020 Jan 13, 2021	BUY	$76.87 - $86.71 $9,762 - $11,012	127 Added 5.78%	2,323 $199,000
Q3 2020 Oct 09, 2020	SELL	$76.71 - $84.15 $12,196 - $13,379	-159 Reduced 6.75%	2,196 $175,000
Q2 2020 Jul 13, 2020	SELL	$64.24 - $86.82 $7,194 - $9,723	-112 Reduced 4.54%	2,355 $186,000
Q1 2020 Apr 28, 2020	SELL	$57.84 - $100.28 $17,814 - $30,886	-308 Reduced 11.1%	2,467 $172,000
Q4 2019 Jan 23, 2020	BUY	$89.52 - $95.36 $23,901 - $25,461	267 Added 10.65%	2,775 $258,000
Q3 2019 Nov 19, 2019	BUY	$91.54 - $93.76 $2,929 - $3,000	32 Added 1.29%	2,508 $235,000
Q2 2019 Nov 19, 2019	BUY	N/A	672 Added 37.25%	2,476 $216,000
Q1 2019 May 07, 2019	BUY	N/A	41 Added 2.33%	1,804 $157,000
Q4 2018 Feb 22, 2019	SELL	N/A	-719 Reduced 28.97%	1,763 $132,000
Q3 2018 Oct 17, 2018	SELL	N/A	-127 Reduced 4.87%	2,482 $199,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,103 Reduced 29.71%	2,609 $210,000
Q1 2018 Aug 10, 2018	SELL	N/A	-619 Reduced 14.29%	3,712 $280,000
Q4 2017 Aug 13, 2018	SELL	N/A	-1,167 Reduced 21.23%	4,331 $351,000
Q3 2017 Aug 10, 2018	SELL	N/A	-141 Reduced 2.5%	5,498 $439,000
Q2 2017 Aug 10, 2018	SELL	N/A	-214 Reduced 3.66%	5,639 $450,000
Q1 2017 Aug 10, 2018	BUY	N/A	2,246 Added 62.27%	5,853 $459,000
Q4 2016 Aug 10, 2018	BUY	N/A	3,607	3,607 $278,000

Others Institutions Holding IYR

# of Institutions

595

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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Global Retirement Partners, LLC Ishares Tr Transaction History