Tower Wealth Partners, Inc. Ishares Tr Transaction History

Tower Wealth Partners, Inc.

$171 Million
Q3 2024

A detailed history of Tower Wealth Partners, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Tower Wealth Partners, Inc. holds 3,926 shares of IYR stock, worth $369,044. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,926

Previous 3,894 0.82%

Holding current value

$369,044

Previous $341,000 17.01%

% of portfolio

0.23%

Previous 0.21%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$86.93 - $103.61 $2,781 - $3,315	32 Added 0.82%	3,926 $399,000
Q2 2024 Aug 09, 2024	BUY	$81.6 - $89.23 $11,016 - $12,046	135 Added 3.59%	3,894 $341,000
Q1 2024 Apr 18, 2024	BUY	$85.32 - $92.22 $9,555 - $10,328	112 Added 3.07%	3,759 $337,000
Q4 2023 Jan 22, 2024	BUY	$73.28 - $92.46 $24,402 - $30,789	333 Added 10.05%	3,647 $333,000
Q3 2023 Oct 25, 2023	SELL	$77.12 - $89.86 $2,236 - $2,605	-29 Reduced 0.87%	3,314 $258,000
Q2 2023 Jul 31, 2023	SELL	$80.51 - $86.54 $1,932 - $2,076	-24 Reduced 0.71%	3,343 $289,000
Q1 2023 May 04, 2023	BUY	$78.73 - $95.24 $708 - $857	9 Added 0.27%	3,367 $285,000
Q4 2022 Jan 31, 2023	BUY	$76.97 - $89.17 $1,077 - $1,248	14 Added 0.42%	3,358 $282,000
Q3 2022 Nov 14, 2022	BUY	$80.64 - $103.19 $35,804 - $45,816	444 Added 15.31%	3,344 $281,000
Q2 2022 Aug 15, 2022	SELL	$86.95 - $112.38 $30,954 - $40,007	-356 Reduced 10.93%	2,900 $267,000
Q1 2022 Apr 15, 2022	SELL	$99.21 - $115.26 $1,686 - $1,959	-17 Reduced 0.52%	3,256 $352,000
Q4 2021 Feb 11, 2022	SELL	$103.03 - $116.14 $4,533 - $5,110	-44 Reduced 1.33%	3,273 $380,000
Q3 2021 Nov 15, 2021	BUY	$102.34 - $111.27 $1,842 - $2,002	18 Added 0.55%	3,317 $340,000
Q2 2021 Aug 12, 2021	SELL	$93.58 - $104.97 $4,959 - $5,563	-53 Reduced 1.58%	3,299 $336,000
Q1 2021 May 17, 2021	BUY	$82.27 - $92.74 $28,712 - $32,366	349 Added 11.62%	3,352 $308,000
Q4 2020 Apr 09, 2021	BUY	$76.87 - $86.71 $230,840 - $260,390	3,003 New	3,003 $257,000

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

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Tower Wealth Partners, Inc. Ishares Tr Transaction History