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 $133,880. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,334
Previous 1,369 2.56%
Holding current value
$133,880
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
Track This Portfolio

Track Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.