Forte Asset Management LLC Ishares Tr Transaction History

Forte Asset Management LLC

  • $204 Million
  • Q3 2025

A detailed history of Forte Asset Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Forte Asset Management LLC holds 31,889 shares of IYR stock, worth $3.08 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
31,889
Previous 31,864 0.08%
Holding current value
$3.08 Million
Previous $3.02 Million 2.52%
% of portfolio
1.52%
Previous 1.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$94.16 - $98.46 $2,354 - $2,461
25 Added 0.08%
31,889 $3.1 Million
Q2 2025

Jul 31, 2025
BUY
$84.48 - $96.25 $2.69 Million - $3.07 Million
31,864 New
31,864 $3.02 Million

Others Institutions Holding IYR

# of Institutions
583
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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