Investment Advisory Group, LLC Ishares Tr Transaction History

Investment Advisory Group, LLC

  • $290 Million
  • Q1 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 4,134 shares of IYR stock, worth $386,404. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,134
Previous 3,984 3.77%
Holding current value
$386,404
Previous $370,000 5.68%
% of portfolio
0.13%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
613
Shares Held
56.9M
Call Options Held
8.93M
Put Options Held
12.5M
View Full List

About ISHARES TR

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

Track Investment Advisory Group, LLC Portfolio

Follow Investment Advisory Group, LLC 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 Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email