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 $1.06 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
10,516
Previous 9,724 8.14%
Holding current value
$1.06 Million
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
595
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
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, 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 Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email