Hcr Wealth Advisors Ishares Tr Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Hcr Wealth Advisors holds 4,124 shares of IYF stock, worth $455,495. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,124

Previous 3,929 4.96%

Holding current value

$455,495

Previous $371,000 15.36%

% of portfolio

0.06%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Hcr Wealth Advisors Ishares Tr Transaction History