Checchi Capital Advisers, LLC Ishares Tr Transaction History

Checchi Capital Advisers, LLC

$1.77 Billion
Q2 2025

A detailed history of Checchi Capital Advisers, LLC transactions in Ishares Tr stock. As of the latest transaction made, Checchi Capital Advisers, LLC holds 29,136 shares of IYR stock, worth $2.85 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

29,136

Previous 35,383 17.66%

Holding current value

$2.85 Million

Previous $3.39 Million 19.04%

% of portfolio

0.15%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$84.48 - $96.25 $527,746 - $601,273	-6,247 Reduced 17.66%	29,136 $2.74 Million
Q1 2025 Apr 28, 2025	SELL	$89.49 - $98.98 $319,837 - $353,754	-3,574 Reduced 9.17%	35,383 $3.39 Million
Q4 2024 Feb 04, 2025	BUY	$90.74 - $102.87 $786,171 - $891,265	8,664 Added 28.6%	38,957 $3.63 Million
Q3 2024 Nov 04, 2024	SELL	$86.93 - $103.61 $36,075 - $42,998	-415 Reduced 1.35%	30,293 $3.09 Million
Q2 2024 Jul 26, 2024	SELL	$81.6 - $89.23 $5,630 - $6,156	-69 Reduced 0.22%	30,708 $2.69 Million
Q1 2024 Apr 25, 2024	BUY	$85.32 - $92.22 $586,233 - $633,643	6,871 Added 28.74%	30,777 $2.77 Million
Q4 2023 Feb 07, 2024	BUY	$73.28 - $92.46 $12,017 - $15,163	164 Added 0.69%	23,906 $2.19 Million
Q1 2023 May 05, 2023	BUY	$78.73 - $95.24 $1.87 Million - $2.26 Million	23,742 New	23,742 $2.02 Million

Others Institutions Holding IYR

# of Institutions

581

Shares Held

43.8M

Call Options Held

5.79M

Put Options Held

4.51M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Checchi Capital Advisers, LLC Ishares Tr Transaction History