True Private Wealth Advisors Ishares Tr Transaction History

True Private Wealth Advisors

$779 Million
Q4 2024

A detailed history of True Private Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, True Private Wealth Advisors holds 3,617 shares of IYR stock, worth $346,978. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,617

Previous 3,596 0.58%

Holding current value

$346,978

Previous $366,000 8.2%

% of portfolio

0.04%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$90.74 - $102.87 $1,905 - $2,160	21 Added 0.58%	3,617 $336,000
Q3 2024 Nov 14, 2024	SELL	$86.93 - $103.61 $521 - $621	-6 Reduced 0.17%	3,596 $366,000
Q2 2024 Jul 16, 2024	SELL	$81.6 - $89.23 $24,153 - $26,412	-296 Reduced 7.59%	3,602 $316,000
Q1 2024 Apr 25, 2024	SELL	$85.32 - $92.22 $2.15 Million - $2.32 Million	-25,197 Reduced 86.6%	3,898 $350,000
Q4 2023 Jan 30, 2024	BUY	$73.28 - $92.46 $2.13 Million - $2.69 Million	29,095 New	29,095 $2.66 Million
Q1 2022 May 09, 2022	SELL	$99.21 - $115.26 $177,883 - $206,661	-1,793 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$103.03 - $116.14 $184,732 - $208,239	1,793 New	1,793 $208,000
Q1 2021 May 12, 2021	SELL	$82.27 - $92.74 $147,098 - $165,819	-1,788 Closed	0 $0
Q4 2020 Jan 11, 2021	SELL	$76.87 - $86.71 $2,306 - $2,601	-30 Reduced 1.65%	1,788 $153,000
Q3 2020 Oct 09, 2020	SELL	$76.71 - $84.15 $88,216 - $96,772	-1,150 Reduced 38.75%	1,818 $145,000
Q2 2019 Aug 01, 2019	SELL	N/A	-988 Reduced 24.97%	2,968 $259,000
Q1 2019 Apr 25, 2019	SELL	N/A	-339 Reduced 7.89%	3,956 $344,000
Q4 2018 Jan 14, 2019	SELL	N/A	-161,544 Reduced 97.41%	4,295 $321,000
Q3 2018 Oct 18, 2018	BUY	N/A	163,261 Added 6332.85%	165,839 $0
Q2 2018 Jul 13, 2018	SELL	N/A	-769 Reduced 22.98%	2,578 $209,000
Q4 2017 Jan 19, 2018	SELL	N/A	-438 Reduced 11.57%	3,347 $271,000
Q2 2017 Aug 07, 2017	BUY	N/A	3,785	3,785 $301,000

Others Institutions Holding IYR

# of Institutions

608

Shares Held

59.3M

Call Options Held

9.67M

Put Options Held

14.2M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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True Private Wealth Advisors Ishares Tr Transaction History