Wealthspire Advisors, LLC Ishares Tr Transaction History

Wealthspire Advisors, LLC

  • $7.49 Billion
  • Q1 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,497 shares of IYR stock, worth $218,412. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,497
Previous 2,827 11.67%
Holding current value
$218,412
Previous $258,000 13.18%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-2,556 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
N/A
2,556 New
2,556 $219,000
Q2 2020

Aug 14, 2020
SELL
N/A
-3,059 Closed
0 $0
Q1 2020

May 12, 2020
BUY
N/A
3,059 New
3,059 $213,000

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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