A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 2,291 shares of IYR stock, worth $214,002. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,291
Previous 2,289 0.09%
Holding current value
$214,002
Previous $200,000 16.5%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$86.93 - $103.61 $173 - $207
2 Added 0.09%
2,291 $233,000
Q2 2024

Aug 09, 2024

BUY
$81.6 - $89.23 $186,782 - $204,247
2,289 New
2,289 $200,000
Q2 2023

Jul 17, 2023

BUY
$80.51 - $86.54 $192,660 - $207,090
2,393 New
2,393 $207,000
Q2 2022

Aug 15, 2022

SELL
$86.95 - $112.38 $69,125 - $89,342
-795 Reduced 21.3%
2,937 $270,000
Q1 2022

Apr 15, 2022

SELL
$99.21 - $115.26 $1,884 - $2,189
-19 Reduced 0.51%
3,732 $404,000
Q4 2021

Feb 11, 2022

SELL
$103.03 - $116.14 $15,454 - $17,421
-150 Reduced 3.85%
3,751 $0
Q3 2021

Nov 15, 2021

SELL
$102.34 - $111.27 $32,748 - $35,606
-320 Reduced 7.58%
3,901 $399,000
Q2 2021

Aug 16, 2021

BUY
$93.58 - $104.97 $25,266 - $28,341
270 Added 6.83%
4,221 $430,000
Q1 2021

Apr 30, 2021

SELL
$82.27 - $92.74 $64,911 - $73,171
-789 Reduced 16.65%
3,951 $363,000
Q4 2020

Feb 12, 2021

BUY
$76.87 - $86.71 $4,996 - $5,636
65 Added 1.39%
4,740 $406,000
Q2 2020

Jul 29, 2020

BUY
$64.24 - $86.82 $25,117 - $33,946
391 Added 9.13%
4,675 $368,000
Q1 2020

Apr 29, 2020

BUY
$57.84 - $100.28 $115 - $200
2 Added 0.05%
4,284 $298,000
Q4 2019

Jan 29, 2020

BUY
$89.52 - $95.36 $36,076 - $38,430
403 Added 10.39%
4,282 $399,000
Q3 2019

Oct 17, 2019

BUY
$91.54 - $93.76 $91 - $93
1 Added 0.03%
3,879 $363,000
Q2 2019

Jul 30, 2019

SELL
N/A
-628 Reduced 13.94%
3,878 $339,000
Q1 2019

May 13, 2019

BUY
N/A
57 Added 1.28%
4,506 $392,000
Q4 2018

Feb 14, 2019

SELL
N/A
-391 Reduced 8.08%
4,449 $333,000
Q3 2018

Nov 14, 2018

BUY
N/A
62 Added 1.3%
4,840 $387,000
Q2 2018

Aug 14, 2018

SELL
N/A
-334 Reduced 6.53%
4,778 $385,000
Q1 2018

May 15, 2018

SELL
N/A
-1,260 Reduced 19.77%
5,112 $386,000
Q4 2017

Feb 14, 2018

SELL
N/A
-375 Reduced 5.56%
6,372 $516,000
Q3 2017

Nov 15, 2017

BUY
N/A
6,747
6,747 $539,000

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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