Slate Stone Wealth, LLC Ishares Tr Transaction History

Slate Stone Wealth, LLC

$996 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Aug 08, 2023	BUY	$78.73 - $95.24 $557,959 - $674,965	7,087 New	7,087 $602,000
Q4 2022 Feb 01, 2023	SELL	$82.26 - $89.17 $183,357 - $198,759	-2,229 Reduced 20.78%	8,498 $715,000
Q3 2022 Nov 03, 2022	SELL	N/A	-1,828 Reduced 14.56%	10,727 $873,000
Q2 2022 Aug 04, 2022	SELL	N/A	-420 Reduced 3.24%	12,555 $1.16 Million
Q1 2022 May 04, 2022	SELL	N/A	-9 Reduced 0.07%	12,975 $1.4 Million

Q4 2021 Feb 02, 2022	BUY	N/A	1,252 Added 10.67%	12,984 $1.51 Million
Q3 2021 Oct 28, 2021	BUY	N/A	556 Added 4.97%	11,732 $1.2 Million
Q2 2021 Aug 02, 2021	BUY	N/A	109 Added 0.98%	11,176 $1.14 Million
Q1 2021 Apr 19, 2021	BUY	N/A	3,149 Added 39.77%	11,067 $1.02 Million
Q4 2020 Jan 25, 2021	SELL	N/A	-1,445 Reduced 15.43%	7,918 $678,000
Q3 2020 Oct 27, 2020	BUY	N/A	9,363 New	9,363 $748,000

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Slate Stone Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Slate Stone Wealth, LLC with notifications on news.