Surevest, LLC Ishares Tr Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Tr stock. As of the latest transaction made, Surevest, LLC holds 10,516 shares of IYR stock, worth $971,573. This represents 0.23% of its overall portfolio holdings.

Number of Shares
10,516
Previous 9,724 8.14%
Holding current value
$971,573
Previous $894,000 4.25%
% of portfolio
0.23%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$80.64 - $103.19 $63,866 - $81,726
792 Added 8.14%
10,516 $856,000
Q2 2022

Aug 15, 2022
BUY
$86.95 - $112.38 $16,607 - $21,464
191 Added 2.0%
9,724 $894,000
Q1 2022

May 16, 2022
BUY
$99.21 - $115.26 $852,313 - $990,198
8,591 Added 912.0%
9,533 $1.03 Million
Q4 2021

Feb 11, 2022
BUY
$103.03 - $116.14 $97,054 - $109,403
942 New
942 $109,000

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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