Bip Wealth, LLC Ishares Tr Transaction History

Bip Wealth, LLC

  • $1.49 Trillion
  • Q4 2024

A detailed history of Bip Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bip Wealth, LLC holds 2,707 shares of IYR stock, worth $259,682. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,707
Previous 2,064 31.15%
Holding current value
$259,682
Previous $210 Million 19.81%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$90.74 - $102.87 $58,345 - $66,145
643 Added 31.15%
2,707 $252 Million
Q3 2024

Nov 07, 2024
BUY
$86.93 - $103.61 $179,423 - $213,851
2,064 New
2,064 $210 Million
Q1 2024

May 08, 2024
SELL
$85.32 - $92.22 $4,521 - $4,887
-53 Reduced 2.31%
2,245 $202 Million
Q4 2023

Feb 02, 2024
BUY
$73.28 - $92.46 $168,397 - $212,473
2,298 New
2,298 $210 Million
Q2 2023

Jul 27, 2023
SELL
$80.51 - $86.54 $172,291 - $185,195
-2,140 Reduced 44.02%
2,721 $235 Million
Q1 2023

May 10, 2023
BUY
$78.73 - $95.24 $382,706 - $462,961
4,861 New
4,861 $413 Million

Others Institutions Holding IYR

# of Institutions
613
Shares Held
57.3M
Call Options Held
8.93M
Put Options Held
12.5M
View Full List

About ISHARES TR

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