Iht Wealth Management, LLC Ishares Tr Transaction History

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 3,324 shares of IYR stock, worth $290,052. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,324
Previous 2,871 15.78%
Holding current value
$290,052
Previous $262,000 13.74%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$85.32 - $92.22 $38,649 - $41,775
453 Added 15.78%
3,324 $298,000
Q3 2023

Nov 14, 2023
BUY
$77.12 - $89.86 $221,411 - $257,988
2,871 New
2,871 $224,000
Q1 2023

May 15, 2023
SELL
$78.73 - $95.24 $3,936 - $4,762
-50 Reduced 1.93%
2,547 $216,000
Q3 2022

Nov 22, 2022
BUY
N/A
57 Added 2.24%
2,597 $211,000
Q1 2022

May 16, 2022
SELL
N/A
-526 Reduced 17.16%
2,540 $275,000
Q4 2021

Feb 14, 2022
SELL
N/A
-927 Reduced 23.22%
3,066 $356,000
Q3 2021

Nov 15, 2021
SELL
N/A
-1,091 Reduced 21.46%
3,993 $409,000
Q2 2021

Aug 16, 2021
SELL
N/A
-195 Reduced 3.69%
5,084 $518,000
Q1 2021

May 18, 2021
SELL
N/A
-2,064 Reduced 28.11%
5,279 $485,000
Q4 2020

Feb 17, 2021
SELL
N/A
-9,639 Reduced 56.76%
7,343 $629,000
Q3 2020

Nov 19, 2020
SELL
N/A
-1,950 Reduced 10.3%
16,982 $1.36 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-4,028 Reduced 17.54%
18,932 $1.49 Million
Q1 2020

May 13, 2020
BUY
N/A
663 Added 2.97%
22,960 $1.6 Million
Q4 2019

Feb 18, 2020
BUY
N/A
17,729 Added 388.11%
22,297 $2.08 Million
Q3 2019

Nov 15, 2019
BUY
N/A
1,111 Added 32.14%
4,568 $427,000
Q2 2019

Aug 12, 2019
BUY
N/A
115 Added 3.44%
3,457 $302,000
Q1 2019

May 16, 2019
BUY
N/A
3,342 New
3,342 $291,000
Q2 2018

Aug 13, 2018
SELL
N/A
-82 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-122 Reduced 59.8%
82 $6,000
Q4 2017

Feb 14, 2018
BUY
N/A
97 Added 90.65%
204 $16,000
Q3 2017

Nov 14, 2017
BUY
N/A
107
107 $9,000

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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