A detailed history of Lebenthal Global Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lebenthal Global Advisors, LLC holds 25,235 shares of IYR stock, worth $2.2 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
25,235
Previous 26,017 3.01%
Holding current value
$2.2 Million
Previous $2.38 Million 4.63%
% of portfolio
0.51%
Previous 0.56%

Shares

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

May 09, 2024

SELL
$85.32 - $92.22 $66,720 - $72,116
-782 Reduced 3.01%
25,235 $2.27 Million
Q4 2023

Feb 07, 2024

SELL
$73.28 - $92.46 $78,409 - $98,932
-1,070 Reduced 3.95%
26,017 $2.38 Million
Q3 2023

Nov 08, 2023

BUY
$77.12 - $89.86 $2.09 Million - $2.43 Million
27,087 New
27,087 $2.12 Million

Others Institutions Holding IYR

About ISHARES TR


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

Track Lebenthal Global Advisors, LLC Portfolio

Follow Lebenthal Global Advisors, LLC 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 Lebenthal Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lebenthal Global Advisors, LLC with notifications on news.