A detailed history of Running Point Capital Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Running Point Capital Advisors, LLC holds 55,898 shares of IYR stock, worth $5.61 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
55,898
Previous 56,413 0.91%
Holding current value
$5.61 Million
Previous $4.95 Million 15.05%
% of portfolio
2.22%
Previous 2.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$86.93 - $103.61 $44,768 - $53,359
-515 Reduced 0.91%
55,898 $5.69 Million
Q2 2024

Aug 13, 2024

BUY
$81.6 - $89.23 $147,940 - $161,773
1,813 Added 3.32%
56,413 $4.95 Million
Q1 2024

May 15, 2024

BUY
$85.32 - $92.22 $5,631 - $6,086
66 Added 0.12%
54,600 $4.91 Million
Q4 2023

Feb 13, 2024

BUY
$73.28 - $92.46 $1.23 Million - $1.56 Million
16,820 Added 44.6%
54,534 $4.98 Million
Q3 2023

Nov 06, 2023

BUY
$77.12 - $89.86 $82,749 - $96,419
1,073 Added 2.93%
37,714 $2.95 Million
Q2 2023

Aug 09, 2023

BUY
$80.51 - $86.54 $76,887 - $82,645
955 Added 2.68%
36,641 $3.17 Million
Q1 2023

May 10, 2023

BUY
$78.73 - $95.24 $47,867 - $57,905
608 Added 1.73%
35,686 $3.03 Million
Q4 2022

Feb 09, 2023

SELL
$76.97 - $89.17 $174,490 - $202,148
-2,267 Reduced 6.07%
35,078 $2.95 Million
Q3 2022

Nov 14, 2022

SELL
$80.64 - $103.19 $152,893 - $195,648
-1,896 Reduced 4.83%
37,345 $3.04 Million
Q2 2022

Aug 02, 2022

BUY
$86.95 - $112.38 $36,084 - $46,637
415 Added 1.07%
39,241 $3.61 Million
Q1 2022

May 12, 2022

BUY
$99.21 - $115.26 $1.32 Million - $1.53 Million
13,283 Added 52.0%
38,826 $4.2 Million
Q4 2021

Feb 10, 2022

BUY
$103.03 - $116.14 $53,678 - $60,508
521 Added 2.08%
25,543 $2.97 Million
Q3 2021

Nov 15, 2021

BUY
$102.34 - $111.27 $247,151 - $268,717
2,415 Added 10.68%
25,022 $2.56 Million
Q2 2021

Aug 12, 2021

BUY
$93.58 - $104.97 $1.29 Million - $1.45 Million
13,832 Added 157.63%
22,607 $2.31 Million
Q1 2021

May 05, 2021

BUY
$82.27 - $92.74 $250,018 - $281,836
3,039 Added 52.98%
8,775 $807,000
Q4 2020

Feb 04, 2021

BUY
$76.87 - $86.71 $440,926 - $497,368
5,736 New
5,736 $491,000

Others Institutions Holding IYR

About ISHARES TR


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