A detailed history of Hm Payson & CO transactions in Ishares Tr stock. As of the latest transaction made, Hm Payson & CO holds 456 shares of IYR stock, worth $42,594. This represents 0.0% of its overall portfolio holdings.

Number of Shares
456
Previous 456 -0.0%
Holding current value
$42,594
Previous $40,000 15.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 17, 2023

SELL
$80.51 - $86.54 $17,712 - $19,038
-220 Reduced 32.54%
456 $39,000
Q3 2022

Oct 25, 2022

SELL
$80.64 - $103.19 $36,610 - $46,848
-454 Reduced 40.18%
676 $55,000
Q2 2022

Aug 15, 2022

BUY
$86.95 - $112.38 $58,604 - $75,744
674 Added 147.81%
1,130 $0
Q2 2021

Aug 17, 2021

SELL
$93.58 - $104.97 $842 - $944
-9 Reduced 1.94%
456 $46,000
Q1 2021

Jun 15, 2021

BUY
$82.27 - $92.74 $740 - $834
9 Added 1.97%
465 $43,000
Q2 2019

Aug 15, 2019

BUY
N/A
456 New
456 $40,000

Others Institutions Holding IYR

About ISHARES TR


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

Track Hm Payson & CO Portfolio

Follow Hm Payson & CO 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 Hm Payson & CO, based on Form 13F filings with the SEC.

News

Stay updated on Hm Payson & CO with notifications on news.