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 $1.78 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

20,340

Previous 18,332 10.95%

Holding current value

$1.78 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	$82.26 - $89.17 $165,178 - $179,053	2,008 Added 10.95%	20,340 $1.71 Million
Q3 2022 Nov 14, 2022	BUY	N/A	3,136 Added 20.64%	18,332 $1.49 Million
Q2 2022 Aug 12, 2022	SELL	N/A	-1,168 Reduced 7.14%	15,196 $1.4 Million
Q1 2022 May 13, 2022	SELL	N/A	-2,262 Reduced 12.14%	16,364 $1.77 Million
Q4 2021 Feb 14, 2022	BUY	N/A	18,626 New	18,626 $2.16 Million

Q3 2021 Nov 12, 2021	SELL	N/A	-16,042 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	N/A	307 Added 1.95%	16,042 $1.64 Million
Q1 2021 May 14, 2021	BUY	N/A	1,508 Added 10.6%	15,735 $1.45 Million
Q4 2020 Mar 03, 2021	BUY	N/A	384 Added 2.77%	14,227 $1.22 Million
Q3 2020 Nov 13, 2020	SELL	N/A	-1,188 Reduced 7.9%	13,843 $1.11 Million
Q2 2020 Aug 14, 2020	BUY	N/A	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

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

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