New England Guild Wealth Advisors, Inc. Ishares Tr Transaction History

New England Guild Wealth Advisors, Inc.

$190 Million
Q4 2022

A detailed history of New England Guild Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 23,451 shares of IYR stock, worth $2.19 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

23,451

Previous 16,241 44.39%

Holding current value

$2.19 Million

Previous $1.32 Million 49.32%

% of portfolio

1.04%

Previous 0.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 11, 2023	BUY	$76.97 - $89.17 $554,953 - $642,915	7,210 Added 44.39%	23,451 $1.97 Million
Q3 2022 Oct 06, 2022	SELL	$80.64 - $103.19 $608,590 - $778,774	-7,547 Reduced 31.73%	16,241 $1.32 Million
Q2 2022 Jul 08, 2022	SELL	$86.95 - $112.38 $563,175 - $727,885	-6,477 Reduced 21.4%	23,788 $2.19 Million
Q1 2022 Apr 18, 2022	BUY	$99.21 - $115.26 $310,130 - $360,302	3,126 Added 11.52%	30,265 $3.28 Million
Q4 2021 Jan 12, 2022	BUY	$103.03 - $116.14 $174,223 - $196,392	1,691 Added 6.64%	27,139 $3.15 Million
Q3 2021 Oct 07, 2021	BUY	$102.34 - $111.27 $250,630 - $272,500	2,449 Added 10.65%	25,448 $2.61 Million
Q2 2021 Jul 12, 2021	BUY	$93.58 - $104.97 $2.15 Million - $2.41 Million	22,999 New	22,999 $2.35 Million

Others Institutions Holding IYR

# of Institutions

599

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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New England Guild Wealth Advisors, Inc. Ishares Tr Transaction History