Winch Advisory Services, LLC Ishares Tr Transaction History

Winch Advisory Services, LLC

$312 Million
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	SELL	$77.12 - $89.86 $3,007 - $3,504	-39 Reduced 5.16%	717 $56,000
Q2 2023 Aug 08, 2023	SELL	$80.51 - $86.54 $10,466 - $11,250	-130 Reduced 14.67%	756 $65,000
Q1 2023 May 10, 2023	SELL	$78.73 - $95.24 $3,700 - $4,476	-47 Reduced 5.04%	886 $75,000
Q4 2022 Jan 26, 2023	BUY	$82.26 - $89.17 $13,326 - $14,445	162 Added 21.01%	933 $79,000
Q3 2022 Oct 31, 2022	BUY	N/A	2 Added 0.26%	771 $63,000

Q4 2021 Feb 04, 2022	SELL	N/A	-14 Reduced 1.79%	769 $89,000
Q2 2021 Aug 05, 2021	BUY	N/A	14 Added 1.82%	783 $80,000
Q3 2020 Nov 04, 2020	SELL	N/A	-15 Reduced 1.91%	769 $61,000
Q4 2019 Feb 12, 2020	SELL	N/A	-5 Reduced 0.63%	784 $73,000
Q3 2019 Nov 13, 2019	SELL	N/A	-42 Reduced 5.05%	789 $74,000
Q1 2019 May 13, 2019	SELL	N/A	-14 Reduced 1.66%	831 $72,000
Q4 2018 Feb 05, 2019	SELL	N/A	-22 Reduced 2.54%	845 $63,000
Q3 2017 Nov 13, 2017	BUY	N/A	867	867 $71,000

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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