Heritage Wealth Advisors Ishares Tr Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Heritage Wealth Advisors holds 700 shares of IYR stock, worth $65,387. This represents 0.0% of its overall portfolio holdings.

Number of Shares

700

Previous 700 -0.0%

Holding current value

$65,387

Previous $61,000 16.39%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	SELL	$78.73 - $95.24 $17,241 - $20,857	-219 Reduced 23.83%	700 $59,000
Q3 2022 Dec 12, 2024	BUY	$80.64 - $103.19 $17,660 - $22,598	219 Added 31.29%	919 $74,000
Q3 2022 Nov 10, 2022	SELL	$80.64 - $103.19 $8,064 - $10,319	-100 Reduced 9.81%	919 $75,000
Q2 2022 Aug 04, 2022	BUY	$86.95 - $112.38 $60,865 - $78,666	700 Added 219.44%	1,019 $94,000
Q2 2020 Jul 17, 2020	BUY	$64.24 - $86.82 $14,068 - $19,013	219 Added 219.0%	319 $0
Q2 2020 Jul 17, 2020	SELL	$64.24 - $86.82 $14,068 - $19,013	-219 Reduced 68.65%	100 $25,000
Q3 2018 Nov 14, 2018	BUY	N/A	319 New	319 $25,000

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

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Heritage Wealth Advisors Ishares Tr Transaction History