Lgt Financial Advisors LLC Ishares Tr Transaction History

Lgt Financial Advisors LLC

$39.4 Billion
Q2 2025

A detailed history of Lgt Financial Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 2,785 shares of IYR stock, worth $269,031. This represents 0.67% of its overall portfolio holdings.

Number of Shares

2,785

Previous 2,771 0.51%

Holding current value

$269,031

Previous $265 Million 0.51%

% of portfolio

0.67%

Previous 0.81%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$84.48 - $96.25 $1,182 - $1,347	14 Added 0.51%	2,785 $264 Million
Q1 2025 May 08, 2025	BUY	$89.49 - $98.98 $984 - $1,088	11 Added 0.4%	2,771 $265 Million
Q4 2024 Feb 14, 2025	BUY	$90.74 - $102.87 $2,087 - $2,366	23 Added 0.84%	2,760 $257 Million
Q3 2024 Oct 31, 2024	BUY	$86.93 - $103.61 $1,564 - $1,864	18 Added 0.66%	2,737 $279 Million
Q2 2024 Aug 05, 2024	SELL	$81.6 - $89.23 $15,993 - $17,489	-196 Reduced 6.72%	2,719 $238 Million
Q1 2024 May 02, 2024	BUY	$85.32 - $92.22 $1,023 - $1,106	12 Added 0.41%	2,915 $262 Million
Q4 2023 Feb 12, 2024	SELL	$73.28 - $92.46 $115,489 - $145,716	-1,576 Reduced 35.19%	2,903 $265 Million
Q2 2023 Aug 14, 2023	BUY	$80.51 - $86.54 $360,604 - $387,612	4,479 New	4,479 $388 Million
Q4 2022 Feb 14, 2023	BUY	$76.97 - $89.17 $342,516 - $396,806	4,450 New	4,450 $375 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

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Account

Lgt Financial Advisors LLC Ishares Tr Transaction History