United Asset Strategies, Inc. Ishares Tr Transaction History

United Asset Strategies, Inc.

$1.07 Billion
Q1 2025

A detailed history of United Asset Strategies, Inc. transactions in Ishares Tr stock. As of the latest transaction made, United Asset Strategies, Inc. holds 3,221 shares of IYR stock, worth $304,545. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,221

Previous 4,261 24.41%

Holding current value

$304,545

Previous $396,000 22.22%

% of portfolio

0.03%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$89.49 - $98.98 $93,069 - $102,939	-1,040 Reduced 24.41%	3,221 $308,000
Q4 2024 Jan 22, 2025	BUY	$90.74 - $102.87 $386,643 - $438,329	4,261 New	4,261 $396,000
Q3 2022 Oct 24, 2022	SELL	$80.64 - $103.19 $247,887 - $317,206	-3,074 Reduced 43.21%	4,040 $329,000
Q2 2022 Aug 15, 2022	BUY	$86.95 - $112.38 $302,672 - $391,194	3,481 Added 95.82%	7,114 $654,000
Q1 2022 Apr 29, 2022	SELL	$99.21 - $115.26 $342,274 - $397,647	-3,450 Reduced 48.71%	3,633 $393,000
Q4 2021 Jan 31, 2022	SELL	$103.03 - $116.14 $261,593 - $294,879	-2,539 Reduced 26.39%	7,083 $823,000
Q3 2021 Oct 21, 2021	BUY	$102.34 - $111.27 $375,997 - $408,805	3,674 Added 61.77%	9,622 $985,000
Q2 2021 Jul 19, 2021	BUY	$93.58 - $104.97 $556,613 - $624,361	5,948 New	5,948 $606,000
Q4 2020 Feb 05, 2021	SELL	$76.87 - $86.71 $381,967 - $430,861	-4,969 Closed	0 $0
Q3 2020 Nov 03, 2020	SELL	$76.71 - $84.15 $2,684 - $2,945	-35 Reduced 0.7%	4,969 $397,000
Q2 2020 Aug 03, 2020	SELL	$64.24 - $86.82 $271,285 - $366,640	-4,223 Reduced 45.77%	5,004 $394,000
Q1 2020 May 08, 2020	BUY	$57.84 - $100.28 $8,733 - $15,142	151 Added 1.66%	9,227 $642,000
Q4 2019 Feb 12, 2020	BUY	$89.52 - $95.36 $812,483 - $865,487	9,076 New	9,076 $845,000
Q3 2019 Nov 01, 2019	SELL	$91.54 - $93.76 $238,553 - $244,338	-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

579

Shares Held

43.3M

Call Options Held

5.79M

Put Options Held

4.51M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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United Asset Strategies, Inc. Ishares Tr Transaction History