Investment Advisory Group, LLC Ishares Tr Transaction History

Investment Advisory Group, LLC

$355 Million
Q3 2025

A detailed history of Investment Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Investment Advisory Group, LLC holds 4,110 shares of IYR stock, worth $389,956. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,110

Previous 4,110 -0.0%

Holding current value

$389,956

Previous $389,000 2.31%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$84.48 - $96.25 $2,027 - $2,310	-24 Reduced 0.58%	4,110 $389,000
Q1 2025 Apr 14, 2025	BUY	$89.49 - $98.98 $13,423 - $14,847	150 Added 3.77%	4,134 $391,000
Q3 2024 Oct 15, 2024	SELL	$86.93 - $103.61 $1,043 - $1,243	-12 Reduced 0.3%	3,984 $405,000
Q4 2023 Jan 30, 2024	BUY	$73.28 - $92.46 $8,207 - $10,355	112 Added 2.88%	3,996 $365,000
Q1 2023 May 02, 2023	SELL	$78.73 - $95.24 $112,190 - $135,717	-1,425 Reduced 26.84%	3,884 $329,000

Q3 2022 Oct 24, 2022	BUY	$80.64 - $103.19 $2,016 - $2,579	25 Added 0.47%	5,309 $432,000
Q2 2022 Jul 18, 2022	BUY	$86.95 - $112.38 $4,347 - $5,619	50 Added 0.96%	5,284 $484,000
Q4 2021 Feb 11, 2022	BUY	$103.03 - $116.14 $539,259 - $607,876	5,234 New	5,234 $545,000

Others Institutions Holding IYR

# of Institutions

577

Shares Held

50.1M

Call Options Held

8.15M

Put Options Held

4.4M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Investment Advisory Group, LLC Ishares Tr Transaction History