Balanced Wealth Group LLC Ishares Tr Transaction History

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 2024

A detailed history of Balanced Wealth Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 7,005 shares of IYR stock, worth $663,233. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,005
Previous 6,957 0.69%
Holding current value
$663,233
Previous $605 Million 18.01%
% of portfolio
0.32%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$86.93 - $103.61 $4,172 - $4,973
48 Added 0.69%
7,005 $714 Million
Q2 2024

Aug 13, 2024
SELL
$81.6 - $89.23 $116,932 - $127,866
-1,433 Reduced 17.08%
6,957 $605 Million
Q1 2024

May 13, 2024
SELL
$85.32 - $92.22 $2,047 - $2,213
-24 Reduced 0.29%
8,390 $725 Million
Q4 2023

Feb 06, 2024
BUY
$73.28 - $92.46 $616,577 - $777,958
8,414 New
8,414 $769 Million

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Balanced Wealth Group LLC Portfolio

Follow Balanced Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email