Avion Wealth Ishares Tr Transaction History

Avion Wealth

$382 Million
Q3 2024

A detailed history of Avion Wealth transactions in Ishares Tr stock. As of the latest transaction made, Avion Wealth holds 144 shares of IYR stock, worth $13,536. This represents 0.0% of its overall portfolio holdings.

Number of Shares

144

Previous 144 -0.0%

Holding current value

$13,536

Previous $12,000 16.67%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 08, 2020	BUY	$57.84 - $100.28 $8,328 - $14,440	144 New	144 $10,000

Others Institutions Holding IYR

# of Institutions

597

Shares Held

57M

Call Options Held

11.4M

Put Options Held

13.1M

Barclays PLC London, X0

10M
Shares

$940 Million
0.27% of portfolio
Morgan Stanley New York, NY

5.94M
Shares

$558 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

5.33M
Shares

$501 Million
0.09% of portfolio
Wealth Navi Inc.

4.39M
Shares

$412 Million
5.11% of portfolio
Cibc World Markets Corp New York, NY

3.63M
Shares

$341 Million
2.75% of portfolio

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Account