True Private Wealth Advisors Ishares Tr Transaction History

True Private Wealth Advisors

  • $851 Million
  • Q2 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 3,602 shares of IYR stock, worth $350,114. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,602
Previous 3,898 7.59%
Holding current value
$350,114
Previous $350,000 9.71%
% of portfolio
0.04%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
575
Shares Held
31.3M
Call Options Held
6.83M
Put Options Held
5.86M
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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