Market Street Wealth Management Advisors LLC Ishares Tr Transaction History

Market Street Wealth Management Advisors LLC

$507 Million
Q1 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	N/A	-879 Reduced 23.06%	2,932 $239,000
Q2 2022 Jul 21, 2022	SELL	N/A	-4,581 Reduced 54.59%	3,811 $351,000
Q1 2022 Apr 12, 2022	SELL	N/A	-5,428 Reduced 39.28%	8,392 $908,000
Q4 2021 Jan 19, 2022	BUY	N/A	1 Added 0.01%	13,820 $1.61 Million
Q3 2021 Oct 27, 2021	SELL	N/A	-866 Reduced 5.9%	13,819 $1.42 Million

Q2 2021 Aug 02, 2021	SELL	N/A	-718 Reduced 4.66%	14,685 $1.5 Million
Q1 2021 Apr 20, 2021	SELL	N/A	-358 Reduced 2.27%	15,403 $1.42 Million
Q3 2020 Oct 28, 2020	SELL	N/A	-296 Reduced 1.84%	15,761 $1.26 Million
Q2 2020 Jul 17, 2020	BUY	N/A	4,315 Added 36.75%	16,057 $1.27 Million
Q1 2020 Apr 20, 2020	BUY	N/A	7,054 Added 150.47%	11,742 $817,000
Q4 2019 Jan 15, 2020	BUY	N/A	634 Added 15.64%	4,688 $436,000
Q2 2019 Jul 31, 2019	SELL	N/A	-1,790 Reduced 30.63%	4,054 $364,000
Q1 2019 Apr 15, 2019	BUY	N/A	1,180 Added 25.3%	5,844 $509,000
Q4 2018 Feb 12, 2019	BUY	N/A	4,664 New	4,664 $349,000

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

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About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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