Grey Fox Wealth Advisors, LLC Ishares Tr Transaction History

Grey Fox Wealth Advisors, LLC

  • $266 Billion
  • Q1 2024

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 5,759 shares of IYR stock, worth $503,739. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,759
Previous 5,943 3.1%
Holding current value
$503,739
Previous $543 Million 4.7%
% of portfolio
0.19%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.26 - $89.17 $19,989 - $21,668
243 New
243 $20.5 Million

Others Institutions Holding IYR

# of Institutions
550
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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