Lbmc Investment Advisors, LLC Ishares Tr Transaction History

Lbmc Investment Advisors, LLC

$1.15 Billion
Q1 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 9,912 shares of IYR stock, worth $864,524. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,912

Previous 9,912 -0.0%

Holding current value

$864,524

Previous $906,000 1.66%

% of portfolio

0.08%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.26 - $89.17 $567,758 - $615,451	6,902 Added 229.3%	9,912 $0
Q4 2021 Mar 17, 2022	SELL	N/A	-123,904 Reduced 97.63%	3,010 $350,000
Q3 2021 Nov 15, 2021	BUY	N/A	123,904 Added 4116.41%	126,914 $308,000

Q2 2020 Jul 14, 2020	SELL	N/A	-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

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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Lbmc Investment Advisors, LLC Ishares Tr Transaction History