Aptus Capital Advisors, LLC Ishares Tr Transaction History

Aptus Capital Advisors, LLC

$12.7 Billion
Q3 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 3,733 shares of IYR stock, worth $354,187. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,733

Previous 4,198 11.08%

Holding current value

$354,187

Previous $397,000 8.82%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$94.16 - $98.46 $43,784 - $45,783	-465 Reduced 11.08%	3,733 $362,000
Q2 2025 Aug 11, 2025	SELL	$84.48 - $96.25 $63,191 - $71,995	-748 Reduced 15.12%	4,198 $397,000
Q1 2025 May 13, 2025	SELL	$89.49 - $98.98 $394,561 - $436,402	-4,409 Reduced 47.13%	4,946 $473,000
Q4 2024 Feb 14, 2025	BUY	$90.74 - $102.87 $848,872 - $962,348	9,355 New	9,355 $870,000
Q2 2023 Aug 11, 2023	SELL	$80.51 - $86.54 $10,224 - $10,990	-127 Reduced 75.15%	42 $3,000

Q1 2023 May 09, 2023	BUY	$78.73 - $95.24 $13,305 - $16,095	169 New	169 $14,000
Q1 2021 May 06, 2021	SELL	$82.27 - $92.74 $904 - $1,020	-11 Closed	0 $0
Q3 2020 Oct 19, 2020	SELL	$76.71 - $84.15 $112,763 - $123,700	-1,470 Reduced 99.26%	11 $0
Q2 2020 Jul 22, 2020	BUY	$64.24 - $86.82 $94,432 - $127,625	1,470 Added 13363.64%	1,481 $116,000
Q4 2019 Feb 10, 2020	BUY	$89.52 - $95.36 $984 - $1,048	11 New	11 $1,000

Others Institutions Holding IYR

# of Institutions

576

Shares Held

49.5M

Call Options Held

8.15M

Put Options Held

4.4M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Account

Aptus Capital Advisors, LLC Ishares Tr Transaction History