Paladin Advisory Group, LLC Ishares Tr Transaction History

Paladin Advisory Group, LLC

$128 Million
Q2 2025

A detailed history of Paladin Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 3,694 shares of IYR stock, worth $350,191. This represents 0.27% of its overall portfolio holdings.

Number of Shares

3,694

Previous 3,747 1.41%

Holding current value

$350,191

Previous $354,000 1.13%

% of portfolio

0.27%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$84.48 - $96.25 $4,477 - $5,101	-53 Reduced 1.41%	3,694 $350,000
Q1 2025 Apr 15, 2025	SELL	$89.49 - $98.98 $28,905 - $31,970	-323 Reduced 7.94%	3,747 $354,000
Q4 2024 Jan 23, 2025	SELL	$90.74 - $102.87 $11,342 - $12,858	-125 Reduced 2.98%	4,070 $378,000
Q1 2024 May 08, 2024	SELL	$85.32 - $92.22 $40,356 - $43,620	-473 Reduced 10.13%	4,195 $377,000
Q3 2023 Oct 17, 2023	SELL	$77.12 - $89.86 $16,735 - $19,499	-217 Reduced 4.44%	4,668 $364,000
Q1 2023 Apr 21, 2023	BUY	$78.73 - $95.24 $384,596 - $465,247	4,885 New	4,885 $414,000
Q1 2022 Apr 15, 2022	BUY	$99.21 - $115.26 $513,014 - $596,009	5,171 New	5,171 $568,000

Others Institutions Holding IYR

# of Institutions

575

Shares Held

43.6M

Call Options Held

5.77M

Put Options Held

4.51M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paladin Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paladin Advisory Group, LLC with notifications on news.

Account

Paladin Advisory Group, LLC Ishares Tr Transaction History