Partners Wealth Management, LLC Ishares Tr Transaction History
Partners Wealth Management, LLC
- $88.2 Billion
- Q1 2025
A detailed history of Partners Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Partners Wealth Management, LLC holds 4,710 shares of IYR stock, worth $443,352. This represents 0.51% of its overall portfolio holdings.
Number of Shares
4,710
Previous 4,710
-0.0%
Holding current value
$443,352
Previous $438 Million
2.89%
% of portfolio
0.51%
Previous 0.5%
Shares
1 transactions
Others Institutions Holding IYR
# of Institutions
579Shares Held
43.3MCall Options Held
5.79MPut Options Held
4.51M-
Wealth Navi Inc.4.7MShares$442 Million5.0% of portfolio
-
Barclays PLC London, X04.07MShares$383 Million0.11% of portfolio
-
Cibc World Markets Corp New York, NY3.84MShares$361 Million2.97% of portfolio
-
Goldman Sachs Group Inc New York, NY3.03MShares$285 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.02MShares$284 Million0.02% of portfolio