Wealth Architects, LLC Ishares Tr Transaction History

Wealth Architects, LLC

  • $739 Million
  • Q1 2024

A detailed history of Wealth Architects, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Architects, LLC holds 3,275 shares of IYR stock, worth $286,464. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,275
Previous 3,275 -0.0%
Holding current value
$286,464
Previous $299,000 1.67%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 17, 2022
BUY
N/A
525 Added 19.09%
3,275 $354,000
Q3 2021

Nov 09, 2021
SELL
N/A
-400 Reduced 12.7%
2,750 $0
Q1 2020

Apr 23, 2020
SELL
N/A
-45 Reduced 1.41%
3,150 $219,000
Q4 2019

Jan 28, 2020
BUY
N/A
45 Added 1.43%
3,195 $297,000
Q3 2017

Nov 08, 2017
SELL
N/A
-145 Reduced 4.4%
3,150 $252,000
Q2 2017

Aug 10, 2017
BUY
N/A
3,295
3,295 $262,000

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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