Wealthspire Advisors, LLC Ishares Tr Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,614 shares of IYR stock, worth $266,837. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,614
Holding current value
$266,837
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$86.93 - $103.61 $227,235 - $270,836
2,614 New
2,614 $266,000
Q1 2024

May 06, 2024
SELL
$85.32 - $92.22 $28,155 - $30,432
-330 Reduced 11.67%
2,497 $224,000
Q4 2023

Feb 06, 2024
BUY
$73.28 - $92.46 $207,162 - $261,384
2,827 New
2,827 $258,000
Q1 2021

May 17, 2021
SELL
$82.27 - $92.74 $210,282 - $237,043
-2,556 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$76.87 - $86.71 $196,479 - $221,630
2,556 New
2,556 $219,000
Q2 2020

Aug 14, 2020
SELL
$64.24 - $86.82 $196,510 - $265,582
-3,059 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$57.84 - $100.28 $176,932 - $306,756
3,059 New
3,059 $213,000

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
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