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

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.1 Billion
  • Q1 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 582 shares of IYR stock, worth $50,907. This represents 0.0% of its overall portfolio holdings.

Number of Shares
582
Previous 550 5.82%
Holding current value
$50,907
Previous $50,000 4.0%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-33 Reduced 5.66%
550 $50,000
Q1 2022

May 13, 2022
SELL
N/A
-132 Reduced 18.46%
583 $63,000
Q3 2021

Nov 02, 2021
SELL
N/A
-43 Reduced 5.67%
715 $73,000
Q1 2021

May 11, 2021
SELL
N/A
-55 Reduced 6.77%
758 $69,000
Q2 2020

Jul 02, 2020
SELL
N/A
-168 Reduced 17.13%
813 $0
Q1 2020

Apr 01, 2020
SELL
N/A
-332 Reduced 25.29%
981 $0
Q4 2019

Feb 11, 2020
BUY
N/A
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
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

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

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email