Baldrige Asset Management LLC Ishares Tr Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Baldrige Asset Management LLC holds 7,785 shares of IYR stock, worth $735,993. This represents 0.27% of its overall portfolio holdings.
Number of Shares
7,785
Previous 7,715
0.91%
Holding current value
$735,993
Previous $650,000
1.69%
% of portfolio
0.27%
Previous 0.29%
Shares
16 transactions
Others Institutions Holding IYR
# of Institutions
579Shares Held
43.3MCall Options Held
5.79MPut Options Held
4.51M-
Wealth Navi Inc.4.7MShares$444 Million5.0% of portfolio
-
Barclays PLC London, X04.07MShares$385 Million0.11% of portfolio
-
Cibc World Markets Corp New York, NY3.84MShares$363 Million2.97% of portfolio
-
Goldman Sachs Group Inc New York, NY3.03MShares$287 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.02MShares$286 Million0.02% of portfolio