A detailed history of Midland Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 3,479 shares of IYR stock, worth $304,308. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,479
Previous 2,974 16.98%
Holding current value
$304,308
Previous $272 Million 15.05%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$85.32 - $92.22 $43,086 - $46,571
505 Added 16.98%
3,479 $313 Million
Q4 2023

Feb 14, 2024

BUY
$73.28 - $92.46 $217,934 - $274,976
2,974 New
2,974 $272 Million

Others Institutions Holding IYR

About ISHARES TR


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

Track Midland Wealth Advisors LLC Portfolio

Follow Midland Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.