United Asset Strategies, Inc. Ishares Tr Transaction History

United Asset Strategies, Inc.

  • $1.08 Billion
  • Q4 2024

A detailed history of United Asset Strategies, Inc. transactions in Ishares Tr stock. As of the latest transaction made, United Asset Strategies, Inc. holds 4,261 shares of IYR stock, worth $402,323. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,261
Holding current value
$402,323
% of portfolio
0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$90.74 - $102.87 $386,643 - $438,329
4,261 New
4,261 $396,000
Q3 2022

Oct 24, 2022
SELL
$80.64 - $103.19 $247,887 - $317,206
-3,074 Reduced 43.21%
4,040 $329,000
Q2 2022

Aug 15, 2022
BUY
$86.95 - $112.38 $302,672 - $391,194
3,481 Added 95.82%
7,114 $654,000
Q1 2022

Apr 29, 2022
SELL
$99.21 - $115.26 $342,274 - $397,647
-3,450 Reduced 48.71%
3,633 $393,000
Q4 2021

Jan 31, 2022
SELL
$103.03 - $116.14 $261,593 - $294,879
-2,539 Reduced 26.39%
7,083 $823,000
Q3 2021

Oct 21, 2021
BUY
$102.34 - $111.27 $375,997 - $408,805
3,674 Added 61.77%
9,622 $985,000
Q2 2021

Jul 19, 2021
BUY
$93.58 - $104.97 $556,613 - $624,361
5,948 New
5,948 $606,000
Q4 2020

Feb 05, 2021
SELL
$76.87 - $86.71 $381,967 - $430,861
-4,969 Closed
0 $0
Q3 2020

Nov 03, 2020
SELL
$76.71 - $84.15 $2,684 - $2,945
-35 Reduced 0.7%
4,969 $397,000
Q2 2020

Aug 03, 2020
SELL
$64.24 - $86.82 $271,285 - $366,640
-4,223 Reduced 45.77%
5,004 $394,000
Q1 2020

May 08, 2020
BUY
$57.84 - $100.28 $8,733 - $15,142
151 Added 1.66%
9,227 $642,000
Q4 2019

Feb 12, 2020
BUY
$89.52 - $95.36 $812,483 - $865,487
9,076 New
9,076 $845,000
Q3 2019

Nov 01, 2019
SELL
$91.54 - $93.76 $238,553 - $244,338
-2,606 Closed
0 $0
Q2 2019

Jul 31, 2019
BUY
N/A
2,606 New
2,606 $228,000

Others Institutions Holding IYR

# of Institutions
617
Shares Held
57.5M
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
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