Laurel Wealth Advisors, Inc. Ishares Tr Transaction History

Laurel Wealth Advisors, Inc.

$1.01 Billion
Q4 2022

A detailed history of Laurel Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 20,340 shares of IYR stock, worth $1.96 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

20,340

Previous 18,332 10.95%

Holding current value

$1.96 Million

Previous $1.49 Million 14.75%

% of portfolio

0.17%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$76.97 - $89.17 $154,555 - $179,053	2,008 Added 10.95%	20,340 $1.71 Million
Q3 2022 Nov 14, 2022	BUY	$80.64 - $103.19 $252,887 - $323,603	3,136 Added 20.64%	18,332 $1.49 Million
Q2 2022 Aug 12, 2022	SELL	$86.95 - $112.38 $101,557 - $131,259	-1,168 Reduced 7.14%	15,196 $1.4 Million
Q1 2022 May 13, 2022	SELL	$99.21 - $115.26 $224,413 - $260,718	-2,262 Reduced 12.14%	16,364 $1.77 Million
Q4 2021 Feb 14, 2022	BUY	$103.03 - $116.14 $1.92 Million - $2.16 Million	18,626 New	18,626 $2.16 Million
Q3 2021 Nov 12, 2021	SELL	$102.34 - $111.27 $1.64 Million - $1.78 Million	-16,042 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$93.58 - $104.97 $28,729 - $32,225	307 Added 1.95%	16,042 $1.64 Million
Q1 2021 May 14, 2021	BUY	$82.27 - $92.74 $124,063 - $139,851	1,508 Added 10.6%	15,735 $1.45 Million
Q4 2020 Mar 03, 2021	BUY	$76.87 - $86.71 $29,518 - $33,296	384 Added 2.77%	14,227 $1.22 Million
Q3 2020 Nov 13, 2020	SELL	$76.71 - $84.15 $91,131 - $99,970	-1,188 Reduced 7.9%	13,843 $1.11 Million
Q2 2020 Aug 14, 2020	BUY	$64.24 - $86.82 $965,591 - $1.3 Million	15,031 New	15,031 $1.19 Million
Q1 2018 May 16, 2018	SELL	N/A	-2,490 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	N/A	2,490	2,490 $201,000

Others Institutions Holding IYR

# of Institutions

583

Shares Held

49.3M

Call Options Held

7.48M

Put Options Held

5.48M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Laurel Wealth Advisors, Inc. Ishares Tr Transaction History