Wealth Shield Partners, LLC Ishares Tr Transaction History

Wealth Shield Partners, LLC

  • $690 Million
  • Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 791 shares of IYR stock, worth $74,939. This represents 0.01% of its overall portfolio holdings.

Number of Shares
791
Previous 790 0.13%
Holding current value
$74,939
Previous $80,000 8.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 04, 2025
BUY
$90.74 - $102.87 $90 - $102
1 Added 0.13%
791 $73,000
Q2 2024

Jul 26, 2024
SELL
$81.6 - $89.23 $4,896 - $5,353
-60 Reduced 7.06%
790 $69,000
Q1 2024

Apr 29, 2024
SELL
$85.32 - $92.22 $190,604 - $206,019
-2,234 Reduced 72.44%
850 $76,000
Q4 2023

Jan 23, 2024
BUY
$73.28 - $92.46 $71,448 - $90,148
975 Added 46.23%
3,084 $281,000
Q3 2023

Oct 25, 2023
BUY
$77.12 - $89.86 $97,094 - $113,133
1,259 Added 148.12%
2,109 $164,000
Q1 2023

May 08, 2023
BUY
$78.73 - $95.24 $66,920 - $80,954
850 New
850 $72,000
Q4 2018

Feb 14, 2019
SELL
N/A
-100 Closed
0 $0
Q3 2018

Nov 05, 2018
BUY
N/A
100 New
100 $8,000

Others Institutions Holding IYR

# of Institutions
615
Shares Held
57M
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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