United Asset Strategies, Inc. Ishares Tr Transaction History

United Asset Strategies, Inc.

$993 Million
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	SELL	N/A	-3,074 Reduced 43.21%	4,040 $329,000
Q2 2022 Aug 15, 2022	BUY	N/A	3,481 Added 95.82%	7,114 $654,000
Q1 2022 Apr 29, 2022	SELL	N/A	-3,450 Reduced 48.71%	3,633 $393,000
Q4 2021 Jan 31, 2022	SELL	N/A	-2,539 Reduced 26.39%	7,083 $823,000
Q3 2021 Oct 21, 2021	BUY	N/A	3,674 Added 61.77%	9,622 $985,000

Q2 2021 Jul 19, 2021	BUY	N/A	5,948 New	5,948 $606,000
Q4 2020 Feb 05, 2021	SELL	N/A	-4,969 Closed	0 $0
Q3 2020 Nov 03, 2020	SELL	N/A	-35 Reduced 0.7%	4,969 $397,000
Q2 2020 Aug 03, 2020	SELL	N/A	-4,223 Reduced 45.77%	5,004 $394,000
Q1 2020 May 08, 2020	BUY	N/A	151 Added 1.66%	9,227 $642,000
Q4 2019 Feb 12, 2020	BUY	N/A	9,076 New	9,076 $845,000
Q3 2019 Nov 01, 2019	SELL	N/A	-2,606 Closed	0 $0
Q2 2019 Jul 31, 2019	BUY	N/A	2,606 New	2,606 $228,000

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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