J.W. Cole Advisors, Inc. Ishares Tr Transaction History

J.W. Cole Advisors, Inc.

  • $1.95 Billion
  • Q1 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 3,065 shares of IYR stock, worth $267,329. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,065
Previous 2,770 10.65%
Holding current value
$267,329
Previous $253,000 8.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 30, 2024
BUY
$85.32 - $92.22 $25,169 - $27,204
295 Added 10.65%
3,065 $275,000
Q4 2023

Jan 31, 2024
SELL
$73.28 - $92.46 $15,168 - $19,139
-207 Reduced 6.95%
2,770 $253,000
Q3 2023

Oct 24, 2023
SELL
$77.12 - $89.86 $30,539 - $35,584
-396 Reduced 11.74%
2,977 $232,000
Q2 2023

Jul 27, 2023
SELL
$80.51 - $86.54 $571,782 - $614,607
-7,102 Reduced 67.8%
3,373 $291,000
Q1 2023

May 03, 2023
BUY
$78.73 - $95.24 $330,351 - $399,627
4,196 Added 66.83%
10,475 $889,000
Q4 2022

Feb 14, 2023
BUY
$82.26 - $89.17 $105,621 - $114,494
1,284 Added 25.71%
6,279 $528,000
Q3 2022

Oct 31, 2022
SELL
N/A
-223 Reduced 4.27%
4,995 $407,000
Q2 2022

Jul 27, 2022
BUY
N/A
2 Added 0.04%
5,218 $480,000
Q1 2022

Jun 10, 2022
SELL
N/A
-520,690 Reduced 99.01%
5,216 $564,000
Q1 2022

May 16, 2022
BUY
N/A
520,656 Added 9917.26%
525,906 $44,000
Q4 2021

Jan 25, 2022
BUY
N/A
5,250 New
5,250 $610,000
Q3 2021

Oct 26, 2021
SELL
N/A
-4,888 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
N/A
28 Added 0.58%
4,888 $498,000
Q1 2021

Apr 28, 2021
BUY
N/A
2,413 Added 98.61%
4,860 $447,000
Q4 2020

Feb 12, 2021
SELL
N/A
-8,339 Reduced 77.31%
2,447 $210,000
Q3 2020

Nov 05, 2020
BUY
N/A
10,786 New
10,786 $861,000
Q1 2020

May 07, 2020
SELL
N/A
-10,734 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
N/A
10,734 New
10,734 $999,000

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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