Financial & Tax Architects, LLC Ishares Tr Transaction History

Financial & Tax Architects, LLC

$393 Billion
Q4 2024

A detailed history of Financial & Tax Architects, LLC transactions in Ishares Tr stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 7,263 shares of IYR stock, worth $687,297. This represents 0.17% of its overall portfolio holdings.

Number of Shares

7,263

Previous 6,354 14.31%

Holding current value

$687,297

Previous $647 Million 4.42%

% of portfolio

0.17%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$90.74 - $102.87 $82,482 - $93,508	909 Added 14.31%	7,263 $676 Million
Q3 2024 Nov 13, 2024	SELL	$86.93 - $103.61 $35,380 - $42,169	-407 Reduced 6.02%	6,354 $647 Million
Q2 2024 Aug 09, 2024	SELL	$81.6 - $89.23 $13,300 - $14,544	-163 Reduced 2.35%	6,761 $593 Million
Q1 2024 May 08, 2024	SELL	$85.32 - $92.22 $53,324 - $57,637	-625 Reduced 8.28%	6,924 $622 Million
Q4 2023 Jan 25, 2024	BUY	$73.28 - $92.46 $553,190 - $697,980	7,549 New	7,549 $690 Million
Q4 2021 Aug 25, 2023	BUY	$103.03 - $116.14 $202,660 - $228,447	1,967 Added 21.11%	11,287 $1.31 Billion
Q3 2021 Aug 25, 2023	BUY	$102.34 - $111.27 $223,612 - $243,124	2,185 Added 30.62%	9,320 $954 Million
Q2 2021 Aug 25, 2023	BUY	$93.58 - $104.97 $124,835 - $140,029	1,334 Added 23.0%	7,135 $727 Million
Q1 2021 Aug 25, 2023	BUY	$82.27 - $92.74 $477,248 - $537,984	5,801 New	5,801 $533 Million

Others Institutions Holding IYR

# of Institutions

618

Shares Held

57.5M

Call Options Held

8.93M

Put Options Held

12.5M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Financial & Tax Architects, LLC Ishares Tr Transaction History