Measured Wealth Private Client Group, LLC Ishares Tr Transaction History

Measured Wealth Private Client Group, LLC

  • $309 Million
  • Q1 2025

A detailed history of Measured Wealth Private Client Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 47,332 shares of IYR stock, worth $4.63 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
47,332
Previous 19,316 145.04%
Holding current value
$4.63 Million
Previous $1.8 Million 152.2%
% of portfolio
1.47%
Previous 0.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$89.49 - $98.98 $2.51 Million - $2.77 Million
28,016 Added 145.04%
47,332 $4.53 Million
Q4 2024

Jan 27, 2025
BUY
$90.74 - $102.87 $452,883 - $513,424
4,991 Added 34.84%
19,316 $1.8 Million
Q3 2024

Oct 25, 2024
BUY
$86.93 - $103.61 $1.25 Million - $1.48 Million
14,325 New
14,325 $1.46 Million

Others Institutions Holding IYR

# of Institutions
581
Shares Held
43.8M
Call Options Held
5.79M
Put Options Held
4.51M
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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