Moisand Fitzgerald Tamayo, LLC Ishares Tr Transaction History

Moisand Fitzgerald Tamayo, LLC

$653 Million
Q1 2024

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Ishares Tr stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 85 shares of IYR stock, worth $7,434. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 85 -0.0%

Holding current value

$7,434

Previous $7,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 23, 2023	SELL	$82.26 - $89.17 $740 - $802	-9 Reduced 9.57%	85 $0
Q2 2022 Aug 01, 2022	BUY	N/A	9 Added 10.59%	94 $9,000
Q1 2022 Apr 29, 2022	BUY	N/A	13 Added 18.06%	85 $9,000
Q2 2021 Aug 03, 2021	BUY	N/A	72 New	72 $7,000
Q2 2020 Aug 07, 2020	SELL	N/A	-111 Closed	0 $0

Q1 2020 May 13, 2020	SELL	N/A	-538 Reduced 82.9%	111 $8,000
Q4 2019 Jan 16, 2020	BUY	N/A	7 Added 1.09%	649 $60,000
Q3 2019 Nov 01, 2019	BUY	N/A	4 Added 0.63%	642 $60,000
Q2 2019 Aug 05, 2019	SELL	N/A	-433 Reduced 40.43%	638 $56,000
Q1 2019 May 03, 2019	BUY	N/A	7 Added 0.66%	1,071 $93,000
Q4 2018 Feb 11, 2019	BUY	N/A	17 Added 1.62%	1,064 $80,000
Q3 2018 Nov 09, 2018	BUY	N/A	49 Added 4.91%	1,047 $84,000
Q1 2018 Apr 30, 2018	BUY	N/A	8 Added 0.81%	998 $75,000
Q4 2017 Jan 23, 2018	BUY	N/A	10 Added 1.02%	990 $80,000
Q3 2017 Nov 03, 2017	BUY	N/A	980	980 $78,000

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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Moisand Fitzgerald Tamayo, LLC Ishares Tr Transaction History