Grey Fox Wealth Advisors, LLC Ishares Tr Transaction History

Grey Fox Wealth Advisors, LLC

  • $419 Billion
  • Q2 2025

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 9,918 shares of IYR stock, worth $951,929. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,918
Previous 7,154 38.64%
Holding current value
$951,929
Previous $685 Million 37.22%
% of portfolio
0.22%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$84.48 - $96.25 $233,502 - $266,035
2,764 Added 38.64%
9,918 $940 Million
Q1 2025

May 02, 2025
BUY
$89.49 - $98.98 $71,502 - $79,085
799 Added 12.57%
7,154 $685 Million
Q4 2024

Feb 11, 2025
SELL
$90.74 - $102.87 $18,601 - $21,088
-205 Reduced 3.13%
6,355 $591 Million
Q3 2024

Oct 22, 2024
SELL
$86.93 - $103.61 $2,520 - $3,004
-29 Reduced 0.44%
6,560 $668 Million
Q2 2024

Jul 30, 2024
BUY
$81.6 - $89.23 $67,728 - $74,060
830 Added 14.41%
6,589 $578 Million
Q1 2024

Apr 11, 2024
SELL
$85.32 - $92.22 $15,698 - $16,968
-184 Reduced 3.1%
5,759 $518 Million
Q4 2023

Jan 17, 2024
BUY
$73.28 - $92.46 $102,592 - $129,443
1,400 Added 30.82%
5,943 $543 Million
Q3 2023

Oct 24, 2023
BUY
$77.12 - $89.86 $350,356 - $408,233
4,543 New
4,543 $359 Million
Q1 2023

May 09, 2023
SELL
$78.73 - $95.24 $13,384 - $16,190
-170 Reduced 69.96%
73 $6.22 Million
Q4 2022

Feb 14, 2023
BUY
$76.97 - $89.17 $18,703 - $21,668
243 New
243 $20.5 Million

Others Institutions Holding IYR

# of Institutions
578
Shares Held
43.7M
Call Options Held
5.77M
Put Options Held
4.51M
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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