Integris Wealth Management, LLC Ishares Tr Transaction History

Integris Wealth Management, LLC

$355 Billion
Q4 2024

A detailed history of Integris Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Integris Wealth Management, LLC holds 2,561 shares of IYR stock, worth $242,347. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,561

Previous 2,580 0.74%

Holding current value

$242,347

Previous $263 Million 9.32%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$90.74 - $102.87 $1,724 - $1,954	-19 Reduced 0.74%	2,561 $238 Million
Q3 2024 Oct 18, 2024	SELL	$86.93 - $103.61 $1,999 - $2,383	-23 Reduced 0.88%	2,580 $263 Million
Q1 2024 May 03, 2024	SELL	$85.32 - $92.22 $7,849 - $8,484	-92 Reduced 3.41%	2,603 $234 Million
Q4 2023 Feb 09, 2024	SELL	$73.28 - $92.46 $103,764 - $130,923	-1,416 Reduced 34.44%	2,695 $246 Million
Q3 2023 Nov 08, 2023	SELL	$77.12 - $89.86 $384,366 - $447,862	-4,984 Reduced 54.8%	4,111 $321 Million
Q2 2023 Jul 13, 2023	SELL	$80.51 - $86.54 $535,069 - $575,144	-6,646 Reduced 42.22%	9,095 $787 Million
Q1 2023 May 15, 2023	BUY	$78.73 - $95.24 $2,598 - $3,142	33 Added 0.21%	15,741 $1.34 Billion
Q4 2022 Feb 07, 2023	BUY	$76.97 - $89.17 $1.21 Million - $1.4 Million	15,708 New	15,708 $1.32 Billion

Others Institutions Holding IYR

# of Institutions

618

Shares Held

57.5M

Call Options Held

8.93M

Put Options Held

12.5M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Integris Wealth Management, LLC Ishares Tr Transaction History