Great Valley Advisor Group, Inc. Ishares Tr Transaction History

Great Valley Advisor Group, Inc.

$3.84 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	SELL	$78.73 - $95.24 $787 - $952	-10 Reduced 0.26%	3,813 $323,000
Q4 2022 Jan 31, 2023	BUY	$76.97 - $89.17 $33,481 - $38,788	435 Added 12.84%	3,823 $321,000
Q3 2022 Oct 21, 2022	SELL	$80.64 - $103.19 $39,271 - $50,253	-487 Reduced 12.57%	3,388 $276,000
Q2 2022 Jul 19, 2022	BUY	$86.95 - $112.38 $149,554 - $193,293	1,720 Added 79.81%	3,875 $356,000
Q1 2022 Apr 20, 2022	BUY	$99.21 - $115.26 $2,083 - $2,420	21 Added 0.98%	2,155 $233,000
Q4 2021 Feb 10, 2022	BUY	$103.03 - $116.14 $1,957 - $2,206	19 Added 0.9%	2,134 $248,000
Q3 2021 Oct 14, 2021	BUY	$102.34 - $111.27 $14,020 - $15,243	137 Added 6.93%	2,115 $217,000
Q2 2021 Jul 27, 2021	BUY	$93.58 - $104.97 $185,101 - $207,630	1,978 New	1,978 $201,000

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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