Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 401 shares of IYR stock, worth $38,628. This represents 0.0% of its overall portfolio holdings.

Number of Shares
401
Previous 163 146.01%
Holding current value
$38,628
Previous $16,000 131.25%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$90.74 - $102.87 $21,596 - $24,483
238 Added 146.01%
401 $37,000
Q2 2024

Aug 13, 2024
SELL
$81.6 - $89.23 $34,190 - $37,387
-419 Reduced 71.99%
163 $14,000
Q1 2024

Apr 30, 2024
BUY
$85.32 - $92.22 $2,730 - $2,951
32 Added 5.82%
582 $52,000
Q2 2022

Aug 10, 2022
SELL
$86.95 - $112.38 $2,869 - $3,708
-33 Reduced 5.66%
550 $50,000
Q1 2022

May 13, 2022
SELL
$99.21 - $115.26 $13,095 - $15,214
-132 Reduced 18.46%
583 $63,000
Q3 2021

Nov 02, 2021
SELL
$102.34 - $111.27 $4,400 - $4,784
-43 Reduced 5.67%
715 $73,000
Q1 2021

May 11, 2021
SELL
$82.27 - $92.74 $4,524 - $5,100
-55 Reduced 6.77%
758 $69,000
Q2 2020

Jul 02, 2020
SELL
$64.24 - $86.82 $10,792 - $14,585
-168 Reduced 17.13%
813 $0
Q1 2020

Apr 01, 2020
SELL
$57.84 - $100.28 $19,202 - $33,292
-332 Reduced 25.29%
981 $0
Q4 2019

Feb 11, 2020
BUY
$89.52 - $95.36 $1,521 - $1,621
17 Added 1.31%
1,313 $0
Q1 2019

May 08, 2019
SELL
N/A
-18 Reduced 1.37%
1,296 $112,000
Q4 2017

Feb 08, 2018
SELL
N/A
-111 Reduced 7.79%
1,314 $106,000
Q3 2017

Nov 08, 2017
SELL
N/A
-21 Reduced 1.45%
1,425 $114,000
Q2 2017

Aug 15, 2017
BUY
N/A
1,446
1,446 $115,000

Others Institutions Holding IYR

# of Institutions
613
Shares Held
57.3M
Call Options Held
8.93M
Put Options Held
12.5M
View Full List

About ISHARES TR

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