Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 37,758 shares of IYR stock, worth $3.6 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
37,758
Previous 26,510 42.43%
Holding current value
$3.6 Million
Previous $2.7 Billion 34.32%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Feb 11, 2025
BUY
$90.74 - $102.87 $1.02 Million - $1.16 Million
11,248 Added 42.43%
37,758 $3.63 Billion
Q3 2024

Nov 05, 2024
BUY
$86.93 - $103.61 $56,765 - $67,657
653 Added 2.53%
26,510 $2.7 Billion
Q2 2024

Aug 07, 2024
BUY
$81.6 - $89.23 $67,075 - $73,347
822 Added 3.28%
25,857 $2.27 Billion
Q1 2024

May 13, 2024
BUY
$85.32 - $92.22 $317,561 - $343,242
3,722 Added 17.46%
25,035 $2.16 Billion
Q4 2023

Feb 14, 2024
BUY
$73.28 - $92.46 $1.56 Million - $1.97 Million
21,313 New
21,313 $1.95 Billion

Others Institutions Holding IYR

# of Institutions
618
Shares Held
57.5M
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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email