Balanced Wealth Group LLC Ishares Tr Transaction History

Balanced Wealth Group LLC

  • $230 Billion
  • Q2 2025

A detailed history of Balanced Wealth Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 7,130 shares of IYR stock, worth $679,346. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,130
Previous 7,093 0.52%
Holding current value
$679,346
Previous $679 Million 0.39%
% of portfolio
0.29%
Previous 0.33%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$84.48 - $96.25 $3,125 - $3,561
37 Added 0.52%
7,130 $676 Million
Q1 2025

Apr 15, 2025
BUY
$89.49 - $98.98 $2,416 - $2,672
27 Added 0.38%
7,093 $679 Million
Q4 2024

Feb 10, 2025
BUY
$90.74 - $102.87 $5,535 - $6,275
61 Added 0.87%
7,066 $670 Million
Q3 2024

Oct 28, 2024
BUY
$86.93 - $103.61 $4,172 - $4,973
48 Added 0.69%
7,005 $714 Million
Q2 2024

Aug 13, 2024
SELL
$81.6 - $89.23 $116,932 - $127,866
-1,433 Reduced 17.08%
6,957 $605 Million
Q1 2024

May 13, 2024
SELL
$85.32 - $92.22 $2,047 - $2,213
-24 Reduced 0.29%
8,390 $725 Million
Q4 2023

Feb 06, 2024
BUY
$73.28 - $92.46 $616,577 - $777,958
8,414 New
8,414 $769 Million

Others Institutions Holding IYR

# of Institutions
585
Shares Held
49.3M
Call Options Held
7.48M
Put Options Held
5.48M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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