Unique Wealth, LLC Ishares Tr Transaction History

Unique Wealth, LLC

$480 Billion
Q4 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Unique Wealth, LLC holds 57,192 shares of IYR stock, worth $5.37 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

57,192

Previous 37,486 52.57%

Holding current value

$5.37 Million

Previous $3.82 Billion 39.37%

% of portfolio

1.11%

Previous 0.87%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$90.74 - $102.87 $1.79 Million - $2.03 Million	19,706 Added 52.57%	57,192 $5.32 Billion
Q3 2024 Oct 03, 2024	BUY	$86.93 - $103.61 $43,030 - $51,286	495 Added 1.34%	37,486 $3.82 Billion
Q2 2024 Jul 18, 2024	BUY	$81.6 - $89.23 $378,705 - $414,116	4,641 Added 14.35%	36,991 $3.25 Billion
Q1 2024 Apr 11, 2024	BUY	$85.32 - $92.22 $232,155 - $250,930	2,721 Added 9.18%	32,350 $2.91 Billion
Q4 2023 Jan 11, 2024	BUY	$73.28 - $92.46 $1.65 Million - $2.08 Million	22,532 Added 317.49%	29,629 $2.71 Billion
Q3 2023 Oct 10, 2023	BUY	$77.12 - $89.86 $138,661 - $161,568	1,798 Added 33.93%	7,097 $555 Million
Q2 2023 Jul 21, 2023	BUY	$80.51 - $86.54 $48,708 - $52,356	605 Added 12.89%	5,299 $459 Million
Q1 2023 Apr 20, 2023	BUY	$78.73 - $95.24 $5,274 - $6,381	67 Added 1.45%	4,694 $398 Million
Q4 2022 Jan 25, 2023	BUY	$76.97 - $89.17 $356,140 - $412,589	4,627 New	4,627 $390 Million

Others Institutions Holding IYR

# of Institutions

597

Shares Held

56.9M

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

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Unique Wealth, LLC Ishares Tr Transaction History