Sand Hill Global Advisors, LLC Ishares Tr Transaction History

Sand Hill Global Advisors, LLC

$2.42 Billion
Q1 2025

A detailed history of Sand Hill Global Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sand Hill Global Advisors, LLC holds 145,982 shares of IYR stock, worth $13.8 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

145,982

Previous 153,288 4.77%

Holding current value

$13.8 Million

Previous $14.3 Million 2.01%

% of portfolio

0.58%

Previous 0.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$89.49 - $98.98 $653,813 - $723,147	-7,306 Reduced 4.77%	145,982 $14 Million
Q4 2024 Feb 13, 2025	SELL	$90.74 - $102.87 $912,299 - $1.03 Million	-10,054 Reduced 6.16%	153,288 $14.3 Million
Q3 2024 Nov 12, 2024	SELL	$86.93 - $103.61 $30,599 - $36,470	-352 Reduced 0.22%	163,342 $16.6 Million
Q2 2024 Aug 13, 2024	BUY	$81.6 - $89.23 $527,136 - $576,425	6,460 Added 4.11%	163,694 $14.4 Million
Q1 2024 May 13, 2024	SELL	$85.32 - $92.22 $230,108 - $248,717	-2,697 Reduced 1.69%	157,234 $14.1 Million
Q4 2023 Feb 09, 2024	BUY	$73.28 - $92.46 $11 Million - $13.8 Million	149,519 Added 1436.03%	159,931 $14.6 Million
Q3 2023 Nov 13, 2023	BUY	$77.12 - $89.86 $802,973 - $935,622	10,412 New	10,412 $813,000
Q4 2022 Feb 10, 2023	SELL	$76.97 - $89.17 $121,997 - $141,334	-1,585 Reduced 18.77%	6,858 $577,000
Q3 2022 Nov 14, 2022	BUY	$80.64 - $103.19 $680,843 - $871,233	8,443 New	8,443 $687,000

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

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Sand Hill Global Advisors, LLC Ishares Tr Transaction History