Apella Capital, LLC Ishares Tr Transaction History

Apella Capital, LLC

$2.41 Billion
Q3 2024

A detailed history of Apella Capital, LLC transactions in Ishares Tr stock. As of the latest transaction made, Apella Capital, LLC holds 2,941 shares of IYR stock, worth $274,718. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,941

Previous 2,920 0.72%

Holding current value

$274,718

Previous $256,000 16.8%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$86.93 - $103.61 $1,825 - $2,175	21 Added 0.72%	2,941 $299,000
Q2 2024 Jul 10, 2024	BUY	$81.6 - $89.23 $1,468 - $1,606	18 Added 0.62%	2,920 $256,000
Q1 2024 Apr 10, 2024	BUY	$85.32 - $92.22 $938 - $1,014	11 Added 0.38%	2,902 $260,000
Q4 2023 Jan 05, 2024	SELL	$73.28 - $92.46 $83,539 - $105,404	-1,140 Reduced 28.28%	2,891 $264,000
Q3 2023 Oct 10, 2023	SELL	$77.12 - $89.86 $13,881 - $16,174	-180 Reduced 4.27%	4,031 $314,000
Q2 2023 Jul 06, 2023	BUY	$80.51 - $86.54 $339,027 - $364,419	4,211 New	4,211 $364,000

Others Institutions Holding IYR

# of Institutions

598

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Apella Capital, LLC Ishares Tr Transaction History