Lbmc Investment Advisors, LLC Ishares Tr Transaction History

Lbmc Investment Advisors, LLC

$1.26 Billion
Q3 2024

A detailed history of Lbmc Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 3,010 shares of IYR stock, worth $302,083. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,010

Previous 3,010 -0.0%

Holding current value

$302,083

Previous $264,000 15.91%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$81.6 - $89.23 $563,203 - $615,865	-6,902 Reduced 69.63%	3,010 $264,000
Q4 2023 Jan 16, 2024	SELL	$73.28 - $92.46 $18,979 - $23,947	-259 Reduced 2.55%	9,912 $906,000
Q3 2023 Oct 05, 2023	BUY	$77.12 - $89.86 $19,974 - $23,273	259 Added 2.61%	10,171 $794,000
Q4 2022 Jan 10, 2023	BUY	$76.97 - $89.17 $531,246 - $615,451	6,902 Added 229.3%	9,912 $0
Q4 2021 Mar 17, 2022	SELL	$103.03 - $116.14 $12.8 Million - $14.4 Million	-123,904 Reduced 97.63%	3,010 $350,000
Q3 2021 Nov 15, 2021	BUY	$102.34 - $111.27 $12.7 Million - $13.8 Million	123,904 Added 4116.41%	126,914 $308,000
Q2 2020 Jul 14, 2020	SELL	$64.24 - $86.82 $61,027 - $82,479	-950 Reduced 23.99%	3,010 $237,000
Q2 2019 Jul 18, 2019	BUY	N/A	575 Added 16.99%	3,960 $346,000
Q2 2018 Aug 03, 2018	SELL	N/A	-1,518 Reduced 30.96%	3,385 $273,000
Q3 2017 Nov 08, 2017	BUY	N/A	3 Added 0.06%	4,903 $392,000
Q2 2017 Aug 08, 2017	BUY	N/A	4,900	4,900 $391,000

Others Institutions Holding IYR

# of Institutions

595

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Lbmc Investment Advisors, LLC Ishares Tr Transaction History