Tower Wealth Partners, Inc. Ishares Tr Transaction History

Tower Wealth Partners, Inc.

$154 Million
Q1 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 3,759 shares of IYR stock, worth $328,799. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,759

Previous 3,647 3.07%

Holding current value

$328,799

Previous $333,000 1.2%

% of portfolio

0.22%

Previous 0.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.26 - $89.17 $1,151 - $1,248	14 Added 0.42%	3,358 $282,000
Q3 2022 Nov 14, 2022	BUY	N/A	444 Added 15.31%	3,344 $281,000
Q2 2022 Aug 15, 2022	SELL	N/A	-356 Reduced 10.93%	2,900 $267,000
Q1 2022 Apr 15, 2022	SELL	N/A	-17 Reduced 0.52%	3,256 $352,000
Q4 2021 Feb 11, 2022	SELL	N/A	-44 Reduced 1.33%	3,273 $380,000
Q3 2021 Nov 15, 2021	BUY	N/A	18 Added 0.55%	3,317 $340,000
Q2 2021 Aug 12, 2021	SELL	N/A	-53 Reduced 1.58%	3,299 $336,000
Q1 2021 May 17, 2021	BUY	N/A	349 Added 11.62%	3,352 $308,000
Q4 2020 Apr 09, 2021	BUY	N/A	3,003 New	3,003 $257,000

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

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