A detailed history of Second Half Financial Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 58,050 shares of IYR stock, worth $5.83 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares
58,050
Holding current value
$5.83 Million
% of portfolio
3.62%

Shares

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

Nov 08, 2024

BUY
$86.93 - $103.61 $5.05 Million - $6.01 Million
58,050 New
58,050 $5.91 Million
Q4 2023

Feb 07, 2024

SELL
$73.28 - $92.46 $24,328 - $30,696
-332 Reduced 5.09%
6,187 $565,000
Q3 2023

Nov 13, 2023

SELL
$77.12 - $89.86 $2.76 Million - $3.21 Million
-35,769 Reduced 84.58%
6,519 $509,000
Q3 2023

Nov 03, 2023

BUY
$77.12 - $89.86 $2.75 Million - $3.21 Million
35,710 Added 542.87%
42,288 $3.3 Million
Q2 2023

Aug 07, 2023

SELL
$80.51 - $86.54 $885 - $951
-11 Reduced 0.17%
6,578 $569,000
Q4 2022

Feb 13, 2023

SELL
$76.97 - $89.17 $107,065 - $124,035
-1,391 Reduced 17.43%
6,589 $554,000
Q3 2022

Nov 14, 2022

BUY
$80.64 - $103.19 $643,507 - $823,456
7,980 New
7,980 $650,000

Others Institutions Holding IYR

About ISHARES TR


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

Track Second Half Financial Partners, LLC Portfolio

Follow Second Half Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Second Half Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Second Half Financial Partners, LLC with notifications on news.