Hcr Wealth Advisors Ishares Tr Transaction History

Hcr Wealth Advisors

  • $658 Million
  • Q1 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Hcr Wealth Advisors holds 5,942 shares of IYR stock, worth $518,498. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,942
Previous 6,116 2.84%
Holding current value
$518,498
Previous $559,000 4.47%
% of portfolio
0.08%
Previous 0.09%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.26 - $89.17 $49,849 - $54,037
-606 Reduced 5.98%
9,535 $802,000
Q3 2022

Nov 07, 2022
SELL
N/A
-910 Reduced 8.23%
10,141 $826,000
Q2 2022

Aug 12, 2022
SELL
N/A
-400 Reduced 3.49%
11,051 $1.02 Million
Q1 2022

May 05, 2022
BUY
N/A
181 Added 1.61%
11,451 $1.24 Million
Q4 2021

Feb 04, 2022
SELL
N/A
-480 Reduced 4.09%
11,270 $1.31 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-44 Reduced 0.37%
11,750 $1.2 Million
Q1 2021

May 13, 2021
SELL
N/A
-4,635 Reduced 28.21%
11,794 $1.08 Million
Q4 2020

Feb 04, 2021
SELL
N/A
-25 Reduced 0.15%
16,429 $1.41 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-314 Reduced 1.87%
16,454 $1.31 Million
Q2 2020

Jul 30, 2020
SELL
N/A
-2,170 Reduced 11.46%
16,768 $1.35 Million
Q1 2020

May 08, 2020
BUY
N/A
985 Added 5.49%
18,938 $1.32 Million
Q4 2019

Feb 07, 2020
BUY
N/A
4,510 Added 33.55%
17,953 $1.67 Million
Q3 2019

Nov 07, 2019
SELL
N/A
-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
549
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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