Sheets Smith Wealth Management Ishares Tr Transaction History

Sheets Smith Wealth Management

  • $807 Million
  • Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 36,000 shares of IYR stock, worth $3.33 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
36,000
Previous 36,000 -0.0%
Holding current value
$3.33 Million
Previous $3.16 Million 16.12%
% of portfolio
0.45%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 26, 2023
BUY
$78.73 - $95.24 $2.83 Million - $3.42 Million
35,915 Added 42252.94%
36,000 $3.06 Million
Q1 2023

May 12, 2023
SELL
$78.73 - $95.24 $2.83 Million - $3.42 Million
-35,915 Reduced 99.76%
85 $7,000
Q3 2017

Oct 12, 2017
BUY
N/A
36,000
36,000 $2.88 Million

Others Institutions Holding IYR

# of Institutions
598
Shares Held
56.3M
Call Options Held
11.4M
Put Options Held
13.1M
View Full List

About ISHARES TR

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