Concord Wealth Partners Ishares Tr Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Concord Wealth Partners holds 353 shares of IYR stock, worth $32,973. This represents 0.01% of its overall portfolio holdings.

Number of Shares

353

Previous 356 0.84%

Holding current value

$32,973

Previous $31,000 12.9%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$86.93 - $103.61 $260 - $310	-3 Reduced 0.84%	353 $35,000
Q1 2024 Apr 30, 2024	BUY	$85.32 - $92.22 $85 - $92	1 Added 0.28%	356 $32,000
Q4 2023 Apr 30, 2024	BUY	$73.28 - $92.46 $512 - $647	7 Added 2.01%	355 $32,000
Q4 2023 Feb 05, 2024	BUY	$73.28 - $92.46 $512 - $647	7 Added 2.01%	355 $32,000
Q3 2023 Apr 30, 2024	SELL	$77.12 - $89.86 $539 - $629	-7 Reduced 1.97%	348 $27,000
Q2 2023 Aug 07, 2023	BUY	$80.51 - $86.54 $161 - $173	2 Added 0.58%	348 $30,000
Q1 2023 Apr 26, 2023	SELL	$78.73 - $95.24 $2,834 - $3,428	-36 Reduced 9.42%	346 $29,000
Q4 2022 Jan 27, 2023	BUY	$76.97 - $89.17 $29,402 - $34,062	382 New	382 $32,000
Q2 2022 Aug 04, 2022	BUY	$86.95 - $112.38 $173 - $224	2 Added 0.6%	338 $31,000
Q1 2022 Apr 20, 2022	BUY	$99.21 - $115.26 $99 - $115	1 Added 0.3%	336 $36,000
Q4 2021 Jan 21, 2022	BUY	$103.03 - $116.14 $34,515 - $38,906	335 New	335 $39,000

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Concord Wealth Partners with notifications on news.

Account

Concord Wealth Partners Ishares Tr Transaction History