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 $571,249. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,692

Previous 5,692 -0.0%

Holding current value

$571,249

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

595

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

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