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 $2.05 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
23,451
Previous 16,241 44.39%
Holding current value
$2.05 Million
Previous $1.32 Million 49.32%
% of portfolio
1.04%
Previous 0.8%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 11, 2023
BUY
$82.26 - $89.17 $593,094 - $642,915
7,210 Added 44.39%
23,451 $1.97 Million
Q3 2022

Oct 06, 2022
SELL
N/A
-7,547 Reduced 31.73%
16,241 $1.32 Million
Q2 2022

Jul 08, 2022
SELL
N/A
-6,477 Reduced 21.4%
23,788 $2.19 Million
Q1 2022

Apr 18, 2022
BUY
N/A
3,126 Added 11.52%
30,265 $3.28 Million
Q4 2021

Jan 12, 2022
BUY
N/A
1,691 Added 6.64%
27,139 $3.15 Million
Q3 2021

Oct 07, 2021
BUY
N/A
2,449 Added 10.65%
25,448 $2.61 Million
Q2 2021

Jul 12, 2021
BUY
N/A
22,999 New
22,999 $2.35 Million

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
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