Emerson Wealth, LLC Ishares Tr Transaction History

Emerson Wealth, LLC

  • $153 Million
  • Q2 2022

A detailed history of Emerson Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Emerson Wealth, LLC holds 1,013 shares of IYR stock, worth $98,240. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,013
Previous 1,013 -0.0%
Holding current value
$98,240
Previous $110,000 15.45%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

Apr 22, 2021
BUY
$82.27 - $92.74 $83,339 - $93,945
1,013 New
1,013 $93,000
Q3 2019

Oct 15, 2019
SELL
$91.54 - $93.76 $256,312 - $262,528
-2,800 Closed
0 $0
Q2 2019

Sep 27, 2019
BUY
N/A
126 Added 4.71%
2,800 $244,000
Q1 2019

May 16, 2019
SELL
N/A
-679 Reduced 20.25%
2,674 $233,000
Q4 2018

Feb 05, 2019
BUY
N/A
3,353 New
3,353 $251,000

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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