Westmount Partners, LLC Ishares Tr Transaction History

Westmount Partners, LLC

$329 Billion
Q4 2024

A detailed history of Westmount Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Westmount Partners, LLC holds 7,811 shares of IYR stock, worth $742,279. This represents 0.22% of its overall portfolio holdings.

Number of Shares

7,811

Previous 7,528 3.76%

Holding current value

$742,279

Previous $767 Million 5.21%

% of portfolio

0.22%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$90.74 - $102.87 $25,679 - $29,112	283 Added 3.76%	7,811 $727 Million
Q3 2024 Jan 13, 2025	BUY	$86.93 - $103.61 $654,409 - $779,976	7,528 New	7,528 $767 Million
Q2 2024 Jan 28, 2025	BUY	$81.6 - $89.23 $1,958 - $2,141	24 Added 0.32%	7,602 $661 Million
Q1 2024 Jan 28, 2025	SELL	$85.32 - $92.22 $52,130 - $56,346	-611 Reduced 7.46%	7,578 $681 Million
Q4 2023 Jan 28, 2025	BUY	$73.28 - $92.46 $44,261 - $55,845	604 Added 7.96%	8,189 $749 Million
Q3 2023 Jan 28, 2025	SELL	$77.12 - $89.86 $46,117 - $53,736	-598 Reduced 7.31%	7,585 $593 Million
Q2 2023 Jan 28, 2025	BUY	$80.51 - $86.54 $29,949 - $32,192	372 Added 4.76%	8,183 $708 Million
Q1 2023 Jan 29, 2025	BUY	$78.73 - $95.24 $35,192 - $42,572	447 Added 5.72%	8,258 $701 Million
Q4 2022 Jan 28, 2025	BUY	$76.97 - $89.17 $42,179 - $48,865	548 Added 7.02%	8,359 $704 Million

Others Institutions Holding IYR

# of Institutions

601

Shares Held

57.3M

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

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Westmount Partners, LLC Ishares Tr Transaction History