A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Tr stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 1,334 shares of IYR stock, worth $129,664. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,334
Previous 1,369 2.56%
Holding current value
$129,664
Previous $120,000 12.5%
% of portfolio
0.04%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$86.93 - $103.61 $3,042 - $3,626
-35 Reduced 2.56%
1,334 $135,000
Q2 2024

Jul 17, 2024

BUY
$81.6 - $89.23 $734 - $803
9 Added 0.66%
1,369 $120,000
Q1 2024

May 03, 2024

BUY
$85.32 - $92.22 $426 - $461
5 Added 0.37%
1,360 $122,000
Q4 2023

Jan 23, 2024

BUY
$73.28 - $92.46 $1,832 - $2,311
25 Added 1.88%
1,355 $123,000
Q3 2023

Oct 10, 2023

BUY
$77.12 - $89.86 $462 - $539
6 Added 0.45%
1,330 $103,000
Q1 2023

Apr 13, 2023

BUY
$78.73 - $95.24 $104,238 - $126,097
1,324 New
1,324 $112,000
Q3 2022

Oct 11, 2022

BUY
$80.64 - $103.19 $136,684 - $174,907
1,695 New
1,695 $138,000
Q1 2022

Apr 18, 2022

SELL
$99.21 - $115.26 $178,081 - $206,891
-1,795 Closed
0 $0
Q4 2021

Apr 12, 2022

BUY
$103.03 - $116.14 $184,938 - $208,471
1,795 New
1,795 $208,000

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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