Second Half Financial Partners, LLC Ishares Tr Transaction History

Second Half Financial Partners, LLC

$163 Million
Q3 2024

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 $5.46 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares

58,050

Holding current value

$5.46 Million

% of portfolio

3.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

597

Shares Held

57M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

Track This Portfolio

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.

Account

Second Half Financial Partners, LLC Ishares Tr Transaction History