Balanced Wealth Group LLC Ishares Tr Transaction History

Balanced Wealth Group LLC

  • $207 Billion
  • Q1 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 7,093 shares of IYR stock, worth $653,690. This represents 0.33% of its overall portfolio holdings.

Number of Shares
7,093
Previous 7,066 0.38%
Holding current value
$653,690
Previous $670 Million 1.36%
% of portfolio
0.33%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
609
Shares Held
56.7M
Call Options Held
8.93M
Put Options Held
12.5M
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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