Heritage Wealth Advisors Ishares Tr Transaction History

Heritage Wealth Advisors

  • $2.72 Billion
  • Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Advisors holds 700 shares of IYR stock, worth $61,229. This represents 0.0% of its overall portfolio holdings.

Number of Shares
700
Previous 700 -0.0%
Holding current value
$61,229
Previous $63,000 1.59%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 04, 2023
SELL
$78.73 - $95.24 $17,241 - $20,857
-219 Reduced 23.83%
700 $59,000
Q3 2022

Nov 10, 2022
SELL
N/A
-100 Reduced 9.81%
919 $75,000
Q2 2022

Aug 04, 2022
BUY
N/A
700 Added 219.44%
1,019 $94,000
Q2 2020

Jul 17, 2020
BUY
N/A
219 Added 219.0%
319 $0
Q2 2020

Jul 17, 2020
SELL
N/A
-219 Reduced 68.65%
100 $25,000
Q3 2018

Nov 14, 2018
BUY
N/A
319 New
319 $25,000

Others Institutions Holding IYR

# of Institutions
550
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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