Investment Advisory Group, LLC Ishares Tr Transaction History

Investment Advisory Group, LLC

  • $239 Million
  • Q1 2024

A detailed history of Investment Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Investment Advisory Group, LLC holds 3,996 shares of IYR stock, worth $349,530. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,996
Previous 3,996 -0.0%
Holding current value
$349,530
Previous $365,000 1.64%
% of portfolio
0.15%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 30, 2024
BUY
$73.28 - $92.46 $8,207 - $10,355
112 Added 2.88%
3,996 $365,000
Q1 2023

May 02, 2023
SELL
$78.73 - $95.24 $112,190 - $135,717
-1,425 Reduced 26.84%
3,884 $329,000
Q3 2022

Oct 24, 2022
BUY
N/A
25 Added 0.47%
5,309 $432,000
Q2 2022

Jul 18, 2022
BUY
N/A
50 Added 0.96%
5,284 $484,000
Q4 2021

Feb 11, 2022
BUY
N/A
5,234 New
5,234 $545,000

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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