Waldron Private Wealth LLC Ishares Tr Transaction History

Waldron Private Wealth LLC

  • $2.4 Billion
  • Q3 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 $607,111. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,246
Previous 6,246 -0.0%
Holding current value
$607,111
Previous $548,000 16.06%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Aug 29, 2024
SELL
$80.51 - $86.54 $4,025 - $4,327
-50 Reduced 0.79%
6,246 $540,000
Q2 2023

Aug 07, 2023
SELL
$80.51 - $86.54 $4,025 - $4,327
-50 Reduced 0.79%
6,246 $540,000
Q1 2023

Aug 29, 2024
BUY
$78.73 - $95.24 $3,936 - $4,762
50 Added 0.8%
6,296 $534,000
Q3 2022

Nov 14, 2022
SELL
$80.64 - $103.19 $53,141 - $68,002
-659 Reduced 9.48%
6,296 $512,000
Q3 2021

Nov 02, 2021
SELL
$102.34 - $111.27 $236,405 - $257,033
-2,310 Reduced 24.93%
6,955 $712,000
Q2 2021

Aug 06, 2021
BUY
$93.58 - $104.97 $4,679 - $5,248
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
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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