Perfromance Wealth Partners, LLC Ishares Tr Transaction History

Perfromance Wealth Partners, LLC

$2.89 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 30, 2023	SELL	$77.12 - $89.86 $23,136 - $26,958	-300 Reduced 9.39%	2,895 $226,000
Q2 2023 Jul 13, 2023	SELL	$80.51 - $86.54 $181,630 - $195,234	-2,256 Reduced 41.39%	3,195 $276,000
Q1 2023 Apr 20, 2023	SELL	$78.73 - $95.24 $39,365 - $47,620	-500 Reduced 8.4%	5,451 $462,000
Q4 2022 Jan 19, 2023	SELL	$76.97 - $89.17 $21,089 - $24,432	-274 Reduced 4.4%	5,951 $0
Q3 2022 Oct 17, 2022	SELL	$80.64 - $103.19 $8,064 - $10,319	-100 Reduced 1.58%	6,225 $507,000
Q2 2022 Jul 15, 2022	SELL	$86.95 - $112.38 $17,390 - $22,476	-200 Reduced 3.07%	6,325 $582,000
Q1 2022 Apr 21, 2022	SELL	$99.21 - $115.26 $4,960 - $5,763	-50 Reduced 0.76%	6,525 $706,000
Q4 2021 Feb 03, 2022	BUY	$103.03 - $116.14 $677,422 - $763,620	6,575 New	6,575 $764,000

Others Institutions Holding IYR

# of Institutions

595

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perfromance Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perfromance Wealth Partners, LLC with notifications on news.