Retirement Planning Group Ishares Tr Transaction History

Retirement Planning Group

  • $1.51 Billion
  • Q1 2025

A detailed history of Retirement Planning Group transactions in Ishares Tr stock. As of the latest transaction made, Retirement Planning Group holds 3,355 shares of IYR stock, worth $314,095. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,355
Previous 2,475 35.56%
Holding current value
$314,095
Previous $230,000 37.83%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$89.49 - $98.98 $78,751 - $87,102
880 Added 35.56%
3,355 $317,000
Q4 2024

Feb 18, 2025
BUY
$90.74 - $102.87 $5,262 - $5,966
58 Added 2.4%
2,475 $230,000
Q3 2024

Oct 10, 2024
BUY
$86.93 - $103.61 $5,737 - $6,838
66 Added 2.81%
2,417 $246,000
Q2 2024

Jul 12, 2024
BUY
$81.6 - $89.23 $244 - $267
3 Added 0.13%
2,351 $206,000
Q1 2024

Apr 12, 2024
BUY
$85.32 - $92.22 $7,081 - $7,654
83 Added 3.66%
2,348 $211,000
Q4 2023

Jan 12, 2024
BUY
$73.28 - $92.46 $165,979 - $209,421
2,265 New
2,265 $207,000

Others Institutions Holding IYR

# of Institutions
579
Shares Held
43.3M
Call Options Held
5.79M
Put Options Held
4.51M
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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