Encompass Wealth Advisors, LLC Ishares Tr Transaction History

Encompass Wealth Advisors, LLC

  • $289 Million
  • Q3 2025

A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 6,256 shares of IYR stock, worth $593,569. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,256
Previous 5,652 10.69%
Holding current value
$593,569
Previous $532,000 14.1%
% of portfolio
0.21%
Previous 0.2%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$94.16 - $98.46 $56,872 - $59,469
604 Added 10.69%
6,256 $607,000
Q2 2025

Jul 16, 2025
BUY
$84.48 - $96.25 $32,778 - $37,345
388 Added 7.37%
5,652 $532,000
Q1 2025

Apr 22, 2025
BUY
$89.49 - $98.98 $41,165 - $45,530
460 Added 9.58%
5,264 $504,000
Q4 2024

Jan 27, 2025
BUY
$90.74 - $102.87 $8,711 - $9,875
96 Added 2.04%
4,804 $447,000
Q3 2024

Nov 05, 2024
BUY
$86.93 - $103.61 $35,815 - $42,687
412 Added 9.59%
4,708 $479,000
Q2 2024

Aug 08, 2024
SELL
$81.6 - $89.23 $3,508 - $3,836
-43 Reduced 0.99%
4,296 $376,000
Q1 2024

May 10, 2024
SELL
$85.32 - $92.22 $84,296 - $91,113
-988 Reduced 18.55%
4,339 $390,000
Q4 2023

Feb 13, 2024
BUY
$73.28 - $92.46 $82,073 - $103,555
1,120 Added 26.62%
5,327 $486,000
Q3 2023

Nov 07, 2023
SELL
$77.12 - $89.86 $61,233 - $71,348
-794 Reduced 15.88%
4,207 $328,000
Q2 2023

Aug 09, 2023
SELL
$80.51 - $86.54 $3,864 - $4,153
-48 Reduced 0.95%
5,001 $432,000
Q1 2023

May 04, 2023
SELL
$78.73 - $95.24 $5,274 - $6,381
-67 Reduced 1.31%
5,049 $428,000
Q4 2022

Feb 01, 2023
BUY
$76.97 - $89.17 $114,608 - $132,774
1,489 Added 41.05%
5,116 $430,000
Q3 2022

Oct 28, 2022
SELL
$80.64 - $103.19 $167,973 - $214,944
-2,083 Reduced 36.48%
3,627 $295,000
Q2 2022

Aug 03, 2022
SELL
$86.95 - $112.38 $425,446 - $549,875
-4,893 Reduced 46.15%
5,710 $525,000
Q1 2022

Apr 28, 2022
BUY
$99.21 - $115.26 $277,192 - $322,036
2,794 Added 35.78%
10,603 $0
Q4 2021

Jan 20, 2022
BUY
$103.03 - $116.14 $67,381 - $75,955
654 Added 9.14%
7,809 $907,000
Q3 2021

Nov 16, 2021
BUY
$102.34 - $111.27 $49,737 - $54,077
486 Added 7.29%
7,155 $732,000
Q2 2021

Aug 03, 2021
BUY
$93.58 - $104.97 $29,290 - $32,855
313 Added 4.92%
6,669 $679,000
Q1 2021

May 25, 2021
BUY
$82.27 - $92.74 $522,908 - $589,455
6,356 New
6,356 $623,000
Q4 2020

Mar 09, 2021
SELL
$76.87 - $86.71 $192,021 - $216,601
-2,498 Closed
0 $0
Q4 2020

Mar 09, 2021
BUY
$76.87 - $86.71 $192,021 - $216,601
2,498 New
2,498 $214,000

Others Institutions Holding IYR

# of Institutions
579
Shares Held
50.1M
Call Options Held
8.15M
Put Options Held
4.4M
View Full List

About ISHARES TR

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

Track Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, 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 Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email