Hcr Wealth Advisors Ishares Tr Transaction History

Hcr Wealth Advisors

$759 Million
Q1 2025

A detailed history of Hcr Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Hcr Wealth Advisors holds 3,636 shares of IYF stock, worth $401,923. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,636

Previous 3,851 5.58%

Holding current value

$401,923

Previous $425,000 3.53%

% of portfolio

0.05%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$107.69 - $119.37 $23,153 - $25,664	-215 Reduced 5.58%	3,636 $410,000
Q4 2024 Jan 14, 2025	SELL	$102.7 - $119.05 $28,037 - $32,500	-273 Reduced 6.62%	3,851 $425,000
Q3 2024 Oct 10, 2024	BUY	$93.83 - $105.05 $18,296 - $20,484	195 Added 4.96%	4,124 $428,000
Q2 2024 Aug 06, 2024	BUY	$89.39 - $96.85 $89 - $96	1 Added 0.03%	3,929 $371,000
Q4 2023 Feb 09, 2024	BUY	$70.7 - $85.68 $277,709 - $336,551	3,928 New	3,928 $335,000
Q1 2023 May 12, 2023	SELL	$68.23 - $82.05 $19,377 - $23,302	-284 Reduced 7.74%	3,384 $240,000
Q4 2022 Feb 13, 2023	SELL	$67.64 - $80.38 $18,127 - $21,541	-268 Reduced 6.81%	3,668 $276,000
Q3 2022 Nov 07, 2022	SELL	$67.55 - $79.83 $8,781 - $10,377	-130 Reduced 3.2%	3,936 $266,000
Q2 2022 Aug 12, 2022	SELL	$67.96 - $84.37 $20,863 - $25,901	-307 Reduced 7.02%	4,066 $285,000
Q1 2022 May 05, 2022	SELL	$78.62 - $91.32 $5.73 Million - $6.66 Million	-72,944 Reduced 94.34%	4,373 $370,000
Q4 2021 Feb 04, 2022	BUY	$83.02 - $90.24 $1,826 - $1,985	22 Added 0.03%	77,317 $6.7 Million
Q3 2021 Nov 02, 2021	SELL	$79.17 - $85.45 $1.35 Million - $1.45 Million	-17,019 Reduced 18.05%	77,295 $6.38 Million
Q2 2021 Jul 21, 2021	BUY	$75.91 - $83.61 $7.16 Million - $7.89 Million	94,314 New	94,314 $7.64 Million
Q1 2021 May 13, 2021	SELL	$65.2 - $76.35 $21,842 - $25,577	-335 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$55.06 - $66.77 $1,927 - $2,336	35 Added 11.67%	335 $22,000
Q2 2020 Jul 30, 2020	SELL	$45.62 - $62.0 $33,074 - $44,950	-725 Reduced 70.73%	300 $33,000
Q1 2020 May 08, 2020	SELL	$41.18 - $71.71 $5,147 - $8,963	-125 Reduced 10.87%	1,025 $100,000
Q4 2019 Feb 07, 2020	BUY	$62.23 - $68.93 $71,564 - $79,269	1,150 New	1,150 $158,000
Q3 2019 Nov 07, 2019	SELL	$64.16 - $65.19 $105,864 - $107,563	-1,650 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	N/A	1,650 New	1,650 $207,000
Q1 2019 May 10, 2019	SELL	N/A	-2,885 Closed	0 $0
Q4 2018 Jan 31, 2019	SELL	N/A	-250 Reduced 7.97%	2,885 $307,000
Q3 2018 Nov 09, 2018	BUY	N/A	250 Added 8.67%	3,135 $357,000
Q1 2018 May 15, 2018	BUY	N/A	110 Added 3.96%	2,885 $340,000
Q2 2017 Aug 16, 2017	BUY	N/A	2,775	2,775 $298,000

Others Institutions Holding IYF

# of Institutions

460

Shares Held

19.3M

Call Options Held

44.4K

Put Options Held

35.3K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Account

Hcr Wealth Advisors Ishares Tr Transaction History