Gould Asset Management LLC Ishares Tr Transaction History

Gould Asset Management LLC

  • $411 Million
  • Q1 2024

A detailed history of Gould Asset Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Gould Asset Management LLC holds 6,380 shares of IYR stock, worth $556,718. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,380
Previous 6,550 2.6%
Holding current value
$556,718
Previous $598,000 4.18%
% of portfolio
0.14%
Previous 0.16%

Shares

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

May 03, 2024
SELL
$85.32 - $92.22 $14,504 - $15,677
-170 Reduced 2.6%
6,380 $573,000
Q4 2023

Feb 02, 2024
SELL
$73.28 - $92.46 $4,030 - $5,085
-55 Reduced 0.83%
6,550 $598,000
Q1 2023

May 01, 2023
SELL
$78.73 - $95.24 $68,495 - $82,858
-870 Reduced 11.64%
6,605 $560,000
Q4 2022

Feb 08, 2023
BUY
$82.26 - $89.17 $64,985 - $70,444
790 Added 11.82%
7,475 $629,000
Q3 2022

Nov 14, 2022
SELL
N/A
-320 Reduced 4.57%
6,685 $544,000
Q2 2022

Aug 10, 2022
SELL
N/A
-265 Reduced 3.65%
7,005 $644,000
Q1 2022

May 13, 2022
SELL
N/A
-100 Reduced 1.36%
7,270 $787,000
Q4 2021

Feb 02, 2022
BUY
N/A
300 Added 4.24%
7,370 $856,000
Q3 2021

Nov 09, 2021
SELL
N/A
-155 Reduced 2.15%
7,070 $724,000
Q2 2021

Aug 05, 2021
SELL
N/A
-345 Reduced 4.56%
7,225 $737,000
Q1 2021

May 07, 2021
BUY
N/A
90 Added 1.2%
7,570 $696,000
Q4 2020

Feb 02, 2021
BUY
N/A
420 Added 5.95%
7,480 $641,000
Q3 2020

Nov 05, 2020
SELL
N/A
-130 Reduced 1.81%
7,060 $564,000
Q2 2020

Aug 05, 2020
SELL
N/A
-230 Reduced 3.1%
7,190 $567,000
Q1 2020

Apr 23, 2020
SELL
N/A
-415 Reduced 5.3%
7,420 $516,000
Q4 2019

Jan 17, 2020
SELL
N/A
-80 Reduced 1.01%
7,835 $729,000
Q2 2019

Jul 31, 2019
SELL
N/A
-15 Reduced 0.19%
7,915 $691,000
Q1 2019

May 07, 2019
SELL
N/A
-185 Reduced 2.28%
7,930 $690,000
Q4 2018

Feb 04, 2019
BUY
N/A
8,115 New
8,115 $608,000

Others Institutions Holding IYR

# of Institutions
549
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
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