Partners Wealth Management, LLC Ishares Tr Transaction History
Partners Wealth Management, LLC
- $87.8 Billion
- Q2 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 $461,532. This represents 0.51% of its overall portfolio holdings.
Number of Shares
4,710
Previous 4,710
-0.0%
Holding current value
$461,532
Previous $451 Million
0.06%
% of portfolio
0.51%
Previous 0.51%
Shares
1 transactions
Others Institutions Holding IYR
# of Institutions
584Shares Held
49.3MCall Options Held
7.48MPut Options Held
5.48M-
Morgan Stanley New York, NY5.02MShares$492 Million0.03% of portfolio
-
Wealth Navi Inc.4.9MShares$480 Million4.67% of portfolio
-
Cibc World Markets Corp New York, NY3.66MShares$359 Million2.35% of portfolio
-
Barclays PLC London, X03.39MShares$332 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY3.25MShares$318 Million0.04% of portfolio