Epg Wealth Management LLC Ishares Tr Transaction History

Epg Wealth Management LLC

$396 Billion
Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Epg Wealth Management LLC holds 110 shares of IYR stock, worth $10,315. This represents 0.0% of its overall portfolio holdings.

Number of Shares

110

Previous 0 Infinity%

Holding current value

$10,315

Previous $0 Infinity%

% of portfolio

0.0%

Previous 100.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$86.93 - $103.61 $9,562 - $11,397	110 New	110 $11.2 Million
Q2 2024 Aug 13, 2024	SELL	$81.6 - $89.23 $8,976 - $9,815	-110 Closed	0 $0
Q3 2022 Nov 15, 2022	BUY	$80.64 - $103.19 $8,870 - $11,350	110 New	110 $9,000
Q2 2022 Aug 15, 2022	SELL	$86.95 - $112.38 $9,564 - $12,361	-110 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$99.21 - $115.26 $9,921 - $11,526	-100 Reduced 47.62%	110 $12,000
Q4 2021 Feb 14, 2022	BUY	$103.03 - $116.14 $10,303 - $11,614	100 Added 90.91%	210 $24,000
Q3 2021 Nov 15, 2021	BUY	$102.34 - $111.27 $11,257 - $12,239	110 New	110 $11,000
Q2 2020 Aug 06, 2020	SELL	$64.24 - $86.82 $7,066 - $9,550	-110 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$57.84 - $100.28 $6,651 - $11,532	-115 Reduced 51.11%	110 $8,000
Q4 2019 Feb 14, 2020	BUY	$89.52 - $95.36 $20,142 - $21,456	225 New	225 $21,000

Others Institutions Holding IYR

# of Institutions

598

Shares Held

57.1M

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 Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Account

Epg Wealth Management LLC Ishares Tr Transaction History