Veritable, L.P. Ishares Tr Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	SELL	$80.51 - $86.54 $98,302 - $105,665	-1,221 Reduced 0.53%	229,908 $19.9 Million
Q4 2022 Feb 14, 2023	BUY	$76.97 - $89.17 $240,916 - $279,102	3,130 Added 1.37%	231,129 $19.5 Million
Q3 2022 Nov 14, 2022	SELL	$80.64 - $103.19 $37,497 - $47,983	-465 Reduced 0.2%	227,999 $18.6 Million
Q1 2022 May 11, 2022	SELL	$99.21 - $115.26 $46,033 - $53,480	-464 Reduced 0.2%	228,464 $24.7 Million
Q3 2021 Nov 15, 2021	SELL	$102.34 - $111.27 $93,129 - $101,255	-910 Reduced 0.4%	228,928 $23.4 Million
Q2 2021 Aug 16, 2021	SELL	$93.58 - $104.97 $29,852 - $33,485	-319 Reduced 0.14%	229,838 $23.4 Million
Q1 2021 May 17, 2021	SELL	$82.27 - $92.74 $1.62 Million - $1.83 Million	-19,735 Reduced 7.9%	230,157 $21.2 Million
Q4 2020 Feb 11, 2021	SELL	$76.87 - $86.71 $29,056 - $32,776	-378 Reduced 0.15%	249,892 $21.4 Million
Q3 2020 Nov 13, 2020	SELL	$76.71 - $84.15 $18,410 - $20,196	-240 Reduced 0.1%	250,270 $20 Million
Q2 2020 Aug 14, 2020	SELL	$64.24 - $86.82 $5.23 Million - $7.07 Million	-81,473 Reduced 24.54%	250,510 $19.7 Million
Q1 2020 May 13, 2020	BUY	$57.84 - $100.28 $6.83 Million - $11.8 Million	118,151 Added 55.25%	331,983 $23.1 Million
Q4 2019 Feb 14, 2020	SELL	$89.52 - $95.36 $59,709 - $63,605	-667 Reduced 0.31%	213,832 $19.9 Million
Q3 2019 Nov 12, 2019	BUY	$91.54 - $93.76 $97,123 - $99,479	1,061 Added 0.5%	214,499 $20.1 Million
Q2 2019 Aug 12, 2019	BUY	N/A	2,147 Added 1.02%	213,438 $18.6 Million
Q1 2019 May 15, 2019	BUY	N/A	1,618 Added 0.77%	211,291 $18.4 Million
Q4 2018 Feb 14, 2019	BUY	N/A	156,690 Added 295.74%	209,673 $15.7 Million
Q2 2018 Aug 13, 2018	BUY	N/A	1,205 Added 2.33%	52,983 $4.27 Million
Q1 2018 May 14, 2018	BUY	N/A	43,063 Added 494.13%	51,778 $3.91 Million
Q3 2017 Nov 14, 2017	BUY	N/A	8,715	8,715 $696,000

Others Institutions Holding IYR

# of Institutions

597

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Veritable, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Veritable, L.P. with notifications on news.