Lifeworks Advisors, LLC Ishares Tr Transaction History

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 48,893 shares of IYR stock, worth $4.81 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
48,893
Previous 29,265 67.07%
Holding current value
$4.81 Million
Previous $2.98 Million 52.6%
% of portfolio
0.84%
Previous 0.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$90.74 - $102.87 $1.78 Million - $2.02 Million
19,628 Added 67.07%
48,893 $4.55 Million
Q3 2024

Nov 06, 2024
BUY
$86.93 - $103.61 $2.54 Million - $3.03 Million
29,265 New
29,265 $2.98 Million

Others Institutions Holding IYR

# of Institutions
615
Shares Held
57.4M
Call Options Held
8.93M
Put Options Held
12.5M
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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