Grey Fox Wealth Advisors, LLC Ishares Tr Transaction History

Grey Fox Wealth Advisors, LLC

$375 Billion
Q1 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 7,154 shares of IYR stock, worth $664,391. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,154

Previous 6,355 12.57%

Holding current value

$664,391

Previous $591 Million 15.82%

% of portfolio

0.18%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

601

Shares Held

55.4M

Call Options Held

8.93M

Put Options Held

12.5M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Grey Fox Wealth Advisors, LLC Ishares Tr Transaction History