A detailed history of Mission Wealth Management, LP transactions in Ishares Tr stock. As of the latest transaction made, Mission Wealth Management, LP holds 79,580 shares of IYR stock, worth $7.99 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
79,580
Previous 82,308 3.31%
Holding current value
$7.99 Million
Previous $7.22 Million 12.26%
% of portfolio
0.2%
Previous 0.19%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$86.93 - $103.61 $237,145 - $282,648
-2,728 Reduced 3.31%
79,580 $8.11 Million
Q2 2024

Aug 02, 2024

SELL
$81.6 - $89.23 $236,639 - $258,767
-2,900 Reduced 3.4%
82,308 $7.22 Million
Q1 2024

Apr 30, 2024

SELL
$85.32 - $92.22 $206,303 - $222,987
-2,418 Reduced 2.76%
85,208 $7.66 Million
Q4 2023

Feb 05, 2024

SELL
$73.28 - $92.46 $96,656 - $121,954
-1,319 Reduced 1.48%
87,626 $8.01 Million
Q3 2023

Oct 23, 2023

SELL
$77.12 - $89.86 $108,199 - $126,073
-1,403 Reduced 1.55%
88,945 $6.95 Million
Q2 2023

Aug 04, 2023

SELL
$80.51 - $86.54 $126,722 - $136,213
-1,574 Reduced 1.71%
90,348 $7.82 Million
Q1 2023

Apr 07, 2023

BUY
$78.73 - $95.24 $3.39 Million - $4.1 Million
43,085 Added 88.22%
91,922 $7.8 Million
Q4 2022

Feb 02, 2023

SELL
$76.97 - $89.17 $161,252 - $186,811
-2,095 Reduced 4.11%
48,837 $4.11 Million
Q3 2022

Oct 12, 2022

SELL
$80.64 - $103.19 $195,390 - $250,029
-2,423 Reduced 4.54%
50,932 $4.15 Million
Q2 2022

Jul 27, 2022

SELL
$86.95 - $112.38 $393,970 - $509,193
-4,531 Reduced 7.83%
53,355 $4.91 Million
Q1 2022

Apr 25, 2022

SELL
$99.21 - $115.26 $315,785 - $366,872
-3,183 Reduced 5.21%
57,886 $6.26 Million
Q4 2021

Feb 11, 2022

SELL
$103.03 - $116.14 $164,023 - $184,894
-1,592 Reduced 2.54%
61,069 $7.09 Million
Q3 2021

Nov 05, 2021

SELL
$102.34 - $111.27 $600,224 - $652,598
-5,865 Reduced 8.56%
62,661 $6.42 Million
Q2 2021

Aug 10, 2021

SELL
$93.58 - $104.97 $69,997 - $78,517
-748 Reduced 1.08%
68,526 $6.99 Million
Q1 2021

May 10, 2021

SELL
$82.27 - $92.74 $135,745 - $153,021
-1,650 Reduced 2.33%
69,274 $6.37 Million
Q4 2020

Jan 19, 2021

SELL
$76.87 - $86.71 $84,249 - $95,034
-1,096 Reduced 1.52%
70,924 $6.08 Million
Q3 2020

Oct 16, 2020

SELL
$76.71 - $84.15 $149,354 - $163,840
-1,947 Reduced 2.63%
72,020 $5.75 Million
Q2 2020

Aug 03, 2020

SELL
$64.24 - $86.82 $241,092 - $325,835
-3,753 Reduced 4.83%
73,967 $5.83 Million
Q1 2020

Apr 10, 2020

BUY
$57.84 - $100.28 $3.94 Million - $6.82 Million
68,039 Added 702.81%
77,720 $5.41 Million
Q4 2019

Jan 21, 2020

SELL
$89.52 - $95.36 $135,085 - $143,898
-1,509 Reduced 13.49%
9,681 $901,000
Q3 2019

Oct 16, 2019

SELL
$91.54 - $93.76 $44,030 - $45,098
-481 Reduced 4.12%
11,190 $1.05 Million
Q2 2019

Aug 09, 2019

SELL
N/A
-346 Reduced 2.88%
11,671 $1.02 Million
Q1 2019

May 14, 2019

SELL
N/A
-403 Reduced 3.24%
12,017 $1.05 Million
Q4 2018

Feb 08, 2019

SELL
N/A
-1,759 Reduced 12.41%
12,420 $931,000
Q3 2018

Nov 01, 2018

SELL
N/A
-36 Reduced 0.25%
14,179 $1.14 Million
Q2 2018

Aug 08, 2018

BUY
N/A
14,215 New
14,215 $1.15 Million

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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