Kellett Schaffner Wealth Advisors LLC Ishares Tr Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $144 Million
  • Q1 2024

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 16,548 shares of IYR stock, worth $1.45 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
16,548
Previous 11,337 45.96%
Holding current value
$1.45 Million
Previous $1.04 Million 43.53%
% of portfolio
1.03%
Previous 0.77%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$85.32 - $92.22 $444,602 - $480,558
5,211 Added 45.96%
16,548 $1.49 Million
Q4 2023

Jan 31, 2024
BUY
$73.28 - $92.46 $830,775 - $1.05 Million
11,337 New
11,337 $1.04 Million

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
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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