A detailed history of Kagan Cocozza Asset Management transactions in Ishares Tr stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 9,385 shares of IYR stock, worth $900,772. This represents 0.68% of its overall portfolio holdings.

Number of Shares
9,385
Previous 9,564 1.87%
Holding current value
$900,772
Previous $916 Million 2.88%
% of portfolio
0.68%
Previous 0.75%

Shares

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

Jul 15, 2025

SELL
$84.48 - $96.25 $15,121 - $17,228
-179 Reduced 1.87%
9,385 $889 Million
Q1 2025

May 08, 2025

SELL
$89.49 - $98.98 $5,548 - $6,136
-62 Reduced 0.64%
9,564 $916 Million
Q4 2024

Apr 11, 2025

BUY
$90.74 - $102.87 $873,463 - $990,226
9,626 New
9,626 $896 Million

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Kagan Cocozza Asset Management Portfolio

Follow Kagan Cocozza Asset Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kagan Cocozza Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Kagan Cocozza Asset Management with notifications on news.