Waldron Private Wealth LLC Ishares Tr Transaction History

Waldron Private Wealth LLC

  • $2.21 Billion
  • Q1 2024

A detailed history of Waldron Private Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Waldron Private Wealth LLC holds 6,246 shares of IYR stock, worth $546,337. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,246
Previous 6,246 -0.0%
Holding current value
$546,337
Previous $570,000 1.58%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023
SELL
$80.51 - $86.54 $4,025 - $4,327
-50 Reduced 0.79%
6,246 $540,000
Q3 2022

Nov 14, 2022
SELL
N/A
-659 Reduced 9.48%
6,296 $512,000
Q3 2021

Nov 02, 2021
SELL
N/A
-2,310 Reduced 24.93%
6,955 $712,000
Q2 2021

Aug 06, 2021
BUY
N/A
50 Added 0.54%
9,265 $944,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,215
9,215 $735,000

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
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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