Wealth Enhancement & Preservation Of Ga, LLC Ishares Tr Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 19, 2022	BUY	$80.64 - $103.19 $970,502 - $1.24 Million	12,035 Added 376.21%	15,234 $1.24 Million
Q2 2022 Sep 22, 2022	SELL	$86.95 - $112.38 $155,988 - $201,609	-1,794 Reduced 35.93%	3,199 $285,000
Q1 2022 May 06, 2022	BUY	$99.21 - $115.26 $70,439 - $81,834	710 Added 16.58%	4,993 $540,000
Q4 2021 Feb 02, 2022	BUY	$103.03 - $116.14 $40,490 - $45,643	393 Added 10.1%	4,283 $497,000
Q3 2021 Oct 19, 2021	BUY	$102.34 - $111.27 $14,839 - $16,134	145 Added 3.87%	3,890 $398,000
Q2 2021 Jul 22, 2021	BUY	$93.58 - $104.97 $14,411 - $16,165	154 Added 4.29%	3,745 $382,000
Q1 2021 Apr 21, 2021	SELL	$82.27 - $92.74 $4,689 - $5,286	-57 Reduced 1.56%	3,591 $341,000
Q4 2020 Feb 02, 2021	SELL	$76.87 - $86.71 $231,763 - $261,430	-3,015 Reduced 45.25%	3,648 $312,000
Q3 2020 Oct 13, 2020	BUY	$76.71 - $84.15 $91,591 - $100,475	1,194 Added 21.83%	6,663 $497,000
Q2 2020 Sep 08, 2020	SELL	$64.24 - $86.82 $298,844 - $403,886	-4,652 Reduced 45.96%	5,469 $402,000
Q1 2020 Apr 27, 2020	BUY	$57.84 - $100.28 $585,398 - $1.01 Million	10,121 New	10,121 $682,000

Others Institutions Holding IYR

# of Institutions

597

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Account