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 5,692 shares of IYR stock, worth $525,883. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,692

Previous 5,692 -0.0%

Holding current value

$525,883

Previous $499,000 16.03%

% of portfolio

0.08%

Previous 0.07%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$81.6 - $89.23 $20,400 - $22,307	-250 Reduced 4.21%	5,692 $499,000
Q1 2024 May 10, 2024	SELL	$85.32 - $92.22 $14,845 - $16,046	-174 Reduced 2.84%	5,942 $534,000
Q4 2023 Feb 09, 2024	BUY	$73.28 - $92.46 $29,605 - $37,353	404 Added 7.07%	6,116 $559,000
Q3 2023 Oct 20, 2023	SELL	$77.12 - $89.86 $113,366 - $132,094	-1,470 Reduced 20.47%	5,712 $446,000
Q2 2023 Aug 09, 2023	SELL	$80.51 - $86.54 $96,531 - $103,761	-1,199 Reduced 14.31%	7,182 $621,000
Q1 2023 May 12, 2023	SELL	$78.73 - $95.24 $90,854 - $109,906	-1,154 Reduced 12.1%	8,381 $711,000
Q4 2022 Feb 13, 2023	SELL	$76.97 - $89.17 $46,643 - $54,037	-606 Reduced 5.98%	9,535 $802,000
Q3 2022 Nov 07, 2022	SELL	$80.64 - $103.19 $73,382 - $93,902	-910 Reduced 8.23%	10,141 $826,000
Q2 2022 Aug 12, 2022	SELL	$86.95 - $112.38 $34,780 - $44,952	-400 Reduced 3.49%	11,051 $1.02 Million
Q1 2022 May 05, 2022	BUY	$99.21 - $115.26 $17,957 - $20,862	181 Added 1.61%	11,451 $1.24 Million
Q4 2021 Feb 04, 2022	SELL	$103.03 - $116.14 $49,454 - $55,747	-480 Reduced 4.09%	11,270 $1.31 Million
Q2 2021 Jul 21, 2021	SELL	$93.58 - $104.97 $4,117 - $4,618	-44 Reduced 0.37%	11,750 $1.2 Million
Q1 2021 May 13, 2021	SELL	$82.27 - $92.74 $381,321 - $429,849	-4,635 Reduced 28.21%	11,794 $1.08 Million
Q4 2020 Feb 04, 2021	SELL	$76.87 - $86.71 $1,921 - $2,167	-25 Reduced 0.15%	16,429 $1.41 Million
Q3 2020 Nov 05, 2020	SELL	$76.71 - $84.15 $24,086 - $26,423	-314 Reduced 1.87%	16,454 $1.31 Million
Q2 2020 Jul 30, 2020	SELL	$64.24 - $86.82 $139,400 - $188,399	-2,170 Reduced 11.46%	16,768 $1.35 Million
Q1 2020 May 08, 2020	BUY	$57.84 - $100.28 $56,972 - $98,775	985 Added 5.49%	18,938 $1.32 Million
Q4 2019 Feb 07, 2020	BUY	$89.52 - $95.36 $403,735 - $430,073	4,510 Added 33.55%	17,953 $1.67 Million
Q3 2019 Nov 07, 2019	SELL	$91.54 - $93.76 $326,340 - $334,254	-3,565 Reduced 20.96%	13,443 $1.26 Million
Q2 2019 Jul 25, 2019	BUY	N/A	25 Added 0.15%	17,008 $1.49 Million
Q1 2019 May 10, 2019	BUY	N/A	3,400 Added 25.03%	16,983 $1.48 Million
Q4 2018 Jan 31, 2019	SELL	N/A	-125 Reduced 0.91%	13,583 $1.02 Million
Q3 2018 Nov 09, 2018	SELL	N/A	-845 Reduced 5.81%	13,708 $1.06 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-490 Reduced 3.26%	14,553 $1.17 Million
Q1 2018 May 15, 2018	SELL	N/A	-1,135 Reduced 7.02%	15,043 $1.14 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-470 Reduced 2.82%	16,178 $1.31 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-100 Reduced 0.6%	16,648 $1.33 Million
Q2 2017 Aug 16, 2017	BUY	N/A	16,748	16,748 $1.34 Million

Others Institutions Holding IYR

# of Institutions

598

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Hcr Wealth Advisors Ishares Tr Transaction History