A detailed history of Lgt Financial Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 2,737 shares of IYR stock, worth $252,214. This represents 0.69% of its overall portfolio holdings.

Number of Shares
2,737
Previous 2,719 0.66%
Holding current value
$252,214
Previous $238 Million 16.9%
% of portfolio
0.69%
Previous 0.5%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


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