Exit Wealth Advisors, Llc. Ishares Tr Transaction History

Exit Wealth Advisors, Llc.

$150 Billion
Q3 2025

A detailed history of Exit Wealth Advisors, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Exit Wealth Advisors, Llc. holds 3,823 shares of IYR stock, worth $362,726. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,823

Holding current value

$362,726

% of portfolio

0.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$94.16 - $98.46 $359,973 - $376,412	3,823 New	3,823 $371 Million

Others Institutions Holding IYR

# of Institutions

579

Shares Held

49.5M

Call Options Held

8.2M

Put Options Held

4.66M

Barclays PLC London, X0

6.16M
Shares

$585 Million
0.07% of portfolio
Wealth Navi Inc.

5.3M
Shares

$503 Million
4.77% of portfolio
Cibc Bancorp Usa Inc. Chicago, IL

3.66M
Shares

$347 Million
0.44% of portfolio
Cibc World Markets Corp New York, NY

3.66M
Shares

$347 Million
2.35% of portfolio
Morgan Stanley New York, NY

3.17M
Shares

$301 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Exit Wealth Advisors, Llc. Ishares Tr Transaction History