A detailed history of Rise Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Rise Advisors, LLC holds 1,272 shares of IYR stock, worth $111,261. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,272
Previous 1,267 0.39%
Holding current value
$111,261
Previous $115,000 0.87%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Apr 09, 2024

BUY
$85.32 - $92.22 $426 - $461
5 Added 0.39%
1,272 $114,000
Q4 2023

Jan 10, 2024

BUY
$73.28 - $92.46 $1,758 - $2,219
24 Added 1.93%
1,267 $115,000
Q3 2023

Oct 10, 2023

SELL
$77.12 - $89.86 $73,958 - $86,175
-959 Reduced 43.55%
1,243 $97,000
Q2 2023

Jul 10, 2023

BUY
$80.51 - $86.54 $805 - $865
10 Added 0.46%
2,202 $190,000
Q1 2023

Apr 05, 2023

SELL
$78.73 - $95.24 $1,889 - $2,285
-24 Reduced 1.08%
2,192 $186,000
Q4 2022

Jan 06, 2023

BUY
$82.26 - $89.17 $1,562 - $1,694
19 Added 0.86%
2,216 $0
Q3 2022

Oct 11, 2022

BUY
N/A
24 Added 1.1%
2,197 $179,000
Q2 2022

Jul 28, 2022

BUY
N/A
44 Added 2.07%
2,173 $200,000
Q1 2022

Apr 22, 2022

BUY
N/A
9 Added 0.42%
2,129 $230,000
Q4 2021

Feb 24, 2022

BUY
N/A
2,120 New
2,120 $246 Million

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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