Optimum Investment Advisors Ishares Tr Transaction History

Optimum Investment Advisors

  • $216 Million
  • Q1 2024

A detailed history of Optimum Investment Advisors transactions in Ishares Tr stock. As of the latest transaction made, Optimum Investment Advisors holds 1,461 shares of IYR stock, worth $127,793. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,461
Previous 1,260 15.95%
Holding current value
$127,793
Previous $115,000 13.91%
% of portfolio
0.06%
Previous 0.06%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$85.32 - $92.22 $17,149 - $18,536
201 Added 15.95%
1,461 $131,000
Q4 2023

Jan 08, 2024
BUY
$73.28 - $92.46 $3,517 - $4,438
48 Added 3.96%
1,260 $115,000
Q3 2023

Oct 13, 2023
SELL
$77.12 - $89.86 $7,866 - $9,165
-102 Reduced 7.76%
1,212 $94,000
Q2 2023

Aug 03, 2023
BUY
$80.51 - $86.54 $2,093 - $2,250
26 Added 2.02%
1,314 $113,000
Q1 2023

May 03, 2023
BUY
$78.73 - $95.24 $2,991 - $3,619
38 Added 3.04%
1,288 $109,000
Q4 2022

Jan 05, 2023
BUY
$82.26 - $89.17 $15,629 - $16,942
190 Added 17.92%
1,250 $0
Q3 2022

Oct 24, 2022
SELL
N/A
-20 Reduced 1.85%
1,060 $86,000
Q2 2022

Jul 12, 2022
SELL
N/A
-367 Reduced 25.36%
1,080 $99,000
Q1 2022

Apr 08, 2022
SELL
N/A
-63 Reduced 4.17%
1,447 $157,000
Q4 2021

Mar 17, 2022
BUY
N/A
45 Added 3.07%
1,510 $175,000
Q3 2021

Oct 22, 2021
SELL
N/A
-199 Reduced 11.96%
1,465 $150,000
Q2 2021

Aug 02, 2021
BUY
N/A
434 Added 35.28%
1,664 $170,000
Q1 2021

Apr 15, 2021
SELL
N/A
-595 Reduced 32.6%
1,230 $113,000
Q4 2020

Jan 21, 2021
SELL
N/A
-198 Reduced 9.79%
1,825 $156,000
Q3 2020

Oct 06, 2020
SELL
N/A
-207 Reduced 9.28%
2,023 $161,000
Q2 2020

Jul 16, 2020
SELL
N/A
-141 Reduced 5.95%
2,230 $176,000
Q1 2020

Apr 21, 2020
BUY
N/A
2 Added 0.08%
2,371 $165,000
Q4 2019

Jan 22, 2020
SELL
N/A
-119 Reduced 4.78%
2,369 $220,000
Q3 2019

Oct 17, 2019
BUY
N/A
94 Added 3.93%
2,488 $233,000
Q2 2019

Jul 29, 2019
SELL
N/A
-100 Reduced 4.01%
2,394 $209,000
Q1 2019

May 03, 2019
BUY
N/A
480 Added 23.83%
2,494 $217,000
Q4 2018

Feb 04, 2019
BUY
N/A
118 Added 6.22%
2,014 $151,000
Q3 2018

Oct 05, 2018
BUY
N/A
98 Added 5.45%
1,896 $152,000
Q2 2018

Oct 05, 2018
BUY
N/A
310 Added 20.83%
1,798 $145,000
Q1 2018

May 09, 2018
BUY
N/A
1,488 New
1,488 $112,000

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
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