Matthew Goff Investment Advisor, LLC Ishares Tr Transaction History

Matthew Goff Investment Advisor, LLC

$520 Million
Q3 2024

A detailed history of Matthew Goff Investment Advisor, LLC transactions in Ishares Tr stock. As of the latest transaction made, Matthew Goff Investment Advisor, LLC holds 69,713 shares of IYR stock, worth $6.51 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

69,713

Previous 68,127 2.33%

Holding current value

$6.51 Million

Previous $5.98 Million 18.81%

% of portfolio

1.37%

Previous 1.23%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$86.93 - $103.61 $137,870 - $164,325	1,586 Added 2.33%	69,713 $7.1 Million
Q2 2024 Jul 22, 2024	BUY	$81.6 - $89.23 $479,726 - $524,583	5,879 Added 9.44%	68,127 $5.98 Million
Q1 2024 Apr 11, 2024	BUY	$85.32 - $92.22 $574,715 - $621,193	6,736 Added 12.13%	62,248 $5.6 Million
Q4 2023 Jan 09, 2024	SELL	$73.28 - $92.46 $49,757 - $62,780	-679 Reduced 1.21%	55,512 $5.07 Million
Q3 2023 Oct 10, 2023	BUY	$77.12 - $89.86 $34,241 - $39,897	444 Added 0.8%	56,191 $4.39 Million
Q2 2023 Jul 12, 2023	SELL	$80.51 - $86.54 $92,586 - $99,521	-1,150 Reduced 2.02%	55,747 $4.82 Million
Q1 2023 Apr 13, 2023	SELL	$78.73 - $95.24 $197,848 - $239,338	-2,513 Reduced 4.23%	56,897 $4.83 Million
Q4 2022 Jan 11, 2023	SELL	$76.97 - $89.17 $12,930 - $14,980	-168 Reduced 0.28%	59,410 $0
Q3 2022 Oct 13, 2022	SELL	$80.64 - $103.19 $11,531 - $14,756	-143 Reduced 0.24%	59,578 $4.85 Million
Q2 2022 Jul 22, 2022	SELL	$86.95 - $112.38 $11,216 - $14,497	-129 Reduced 0.22%	59,721 $5.49 Million
Q1 2022 Apr 19, 2022	SELL	$99.21 - $115.26 $44,743 - $51,982	-451 Reduced 0.75%	59,850 $6.48 Million
Q4 2021 Jan 18, 2022	SELL	$103.03 - $116.14 $100,660 - $113,468	-977 Reduced 1.59%	60,301 $7 Million
Q3 2021 Oct 12, 2021	SELL	$102.34 - $111.27 $44,824 - $48,736	-438 Reduced 0.71%	61,278 $6.27 Million
Q2 2021 Jul 22, 2021	SELL	$93.58 - $104.97 $2.12 Million - $2.38 Million	-22,651 Reduced 26.85%	61,716 $6.29 Million
Q1 2021 Apr 21, 2021	BUY	$82.27 - $92.74 $5.82 Million - $6.56 Million	70,785 Added 521.17%	84,367 $7.76 Million
Q4 2020 Jan 27, 2021	BUY	$76.87 - $86.71 $1.04 Million - $1.18 Million	13,582 New	13,582 $1.16 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Matthew Goff Investment Advisor, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Matthew Goff Investment Advisor, LLC with notifications on news.

Account

Matthew Goff Investment Advisor, LLC Ishares Tr Transaction History