Investment Advisory Group, LLC Ishares Tr Transaction History

Investment Advisory Group, LLC

  • $282 Million
  • Q3 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 3,984 shares of IYR stock, worth $382,703. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,984
Previous 3,996 0.3%
Holding current value
$382,703
Previous $350,000 15.71%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 15, 2024
SELL
$86.93 - $103.61 $1,043 - $1,243
-12 Reduced 0.3%
3,984 $405,000
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
$80.64 - $103.19 $2,016 - $2,579
25 Added 0.47%
5,309 $432,000
Q2 2022

Jul 18, 2022
BUY
$86.95 - $112.38 $4,347 - $5,619
50 Added 0.96%
5,284 $484,000
Q4 2021

Feb 11, 2022
BUY
$103.03 - $116.14 $539,259 - $607,876
5,234 New
5,234 $545,000

Others Institutions Holding IYR

# of Institutions
598
Shares Held
56.3M
Call Options Held
11.4M
Put Options Held
13.1M
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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