Wealth Shield Partners, LLC Ishares Tr Transaction History

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 790 shares of IYR stock, worth $79,284. This represents 0.01% of its overall portfolio holdings.

Number of Shares
790
Previous 790 -0.0%
Holding current value
$79,284
Previous $69,000 15.94%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
SELL
$81.6 - $89.23 $4,896 - $5,353
-60 Reduced 7.06%
790 $69,000
Q1 2024

Apr 29, 2024
SELL
$85.32 - $92.22 $190,604 - $206,019
-2,234 Reduced 72.44%
850 $76,000
Q4 2023

Jan 23, 2024
BUY
$73.28 - $92.46 $71,448 - $90,148
975 Added 46.23%
3,084 $281,000
Q3 2023

Oct 25, 2023
BUY
$77.12 - $89.86 $97,094 - $113,133
1,259 Added 148.12%
2,109 $164,000
Q1 2023

May 08, 2023
BUY
$78.73 - $95.24 $66,920 - $80,954
850 New
850 $72,000
Q4 2018

Feb 14, 2019
SELL
N/A
-100 Closed
0 $0
Q3 2018

Nov 05, 2018
BUY
N/A
100 New
100 $8,000

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

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email