Measured Wealth Private Client Group, LLC Ishares Tr Transaction History

Measured Wealth Private Client Group, LLC

  • $330 Million
  • Q2 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 49,682 shares of IYR stock, worth $4.8 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
49,682
Previous 47,332 4.96%
Holding current value
$4.8 Million
Previous $4.53 Million 3.88%
% of portfolio
1.43%
Previous 1.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$84.48 - $96.25 $198,528 - $226,187
2,350 Added 4.96%
49,682 $4.71 Million
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
582
Shares Held
49.3M
Call Options Held
7.48M
Put Options Held
5.48M
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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