R Pg Family Wealth Advisory, LLC Ishares Tr Transaction History

R Pg Family Wealth Advisory, LLC

$285 Million
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 10, 2020	SELL	$76.71 - $84.15 $10,049 - $11,023	-131 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$64.24 - $86.82 $8,415 - $11,373	131 New	131 $0
Q1 2020 May 14, 2020	SELL	$57.84 - $100.28 $11,799 - $20,457	-204 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$89.52 - $95.36 $28,735 - $30,610	-321 Reduced 61.14%	204 $0
Q3 2019 Nov 12, 2019	SELL	$91.54 - $93.76 $1,190 - $1,218	-13 Reduced 2.42%	525 $0
Q2 2019 Aug 13, 2019	SELL	N/A	-38 Reduced 6.6%	538 $0
Q1 2019 May 14, 2019	BUY	N/A	302 Added 110.22%	576 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-40 Reduced 12.74%	274 $0
Q2 2018 Aug 10, 2018	BUY	N/A	314 New	314 $0
Q1 2018 May 15, 2018	SELL	N/A	-649 Closed	0 $0
Q4 2017 Feb 13, 2018	SELL	N/A	-23,539 Reduced 97.32%	649 $0
Q3 2017 Nov 08, 2017	BUY	N/A	23,434 Added 3107.96%	24,188 $0
Q2 2017 Aug 14, 2017	BUY	N/A	754	754 $0

Others Institutions Holding IYR

# of Institutions

559

Shares Held

30.8M

Call Options Held

6.83M

Put Options Held

5.86M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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