Afg Fiduciary Services Limited Partnership Ishares Tr Transaction History

Afg Fiduciary Services Limited Partnership

$313 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$80.64 - $103.19 $25,804 - $33,020	320 Added 7.2%	4,767 $255,000
Q2 2022 Aug 15, 2022	BUY	$86.95 - $112.38 $386,666 - $499,753	4,447 New	4,447 $409,000

Others Institutions Holding IYR

# of Institutions

597

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

Barclays PLC London, X0

10M
Shares

$1 Billion
0.27% of portfolio
Morgan Stanley New York, NY

5.94M
Shares

$596 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

5.33M
Shares

$535 Million
0.09% of portfolio
Wealth Navi Inc.

4.39M
Shares

$440 Million
5.11% of portfolio
Cibc World Markets Corp New York, NY

3.63M
Shares

$364 Million
2.75% of portfolio

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About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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