Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 35,943 shares of IYR stock, worth $3.4 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

35,943

Previous 35,851 0.26%

Holding current value

$3.4 Million

Previous $3.43 Billion 99.9%

% of portfolio

0.11%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 30, 2025	BUY	$89.49 - $98.98 $8,233 - $9,106	92 Added 0.26%	35,943 $3.44 Million
Q1 2025 May 15, 2025	SELL	$89.49 - $98.98 $170,657 - $188,754	-1,907 Reduced 5.05%	35,851 $3.43 Billion
Q4 2024 May 30, 2025	BUY	$90.74 - $102.87 $60.6 Million - $68.8 Million	668,389 Added 1864.35%	704,240 $65.5 Million
Q4 2024 May 29, 2025	BUY	$90.74 - $102.87 $60.6 Million - $68.8 Million	668,389 Added 1864.35%	704,240 $65.5 Million
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 May 30, 2025	SELL	$86.93 - $103.61 $810,709 - $966,266	-9,326 Reduced 26.01%	26,525 $2.7 Million
Q3 2024 May 29, 2025	SELL	$86.93 - $103.61 $810,709 - $966,266	-9,326 Reduced 26.01%	26,525 $2.7 Million
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 May 29, 2025	SELL	$81.6 - $89.23 $815,510 - $891,764	-9,994 Reduced 27.88%	25,857 $2.27 Million
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 28, 2025	SELL	$85.32 - $92.22 $904,989 - $978,177	-10,607 Reduced 29.59%	25,244 $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 May 28, 2025	SELL	$73.28 - $92.46 $1.06 Million - $1.34 Million	-14,441 Reduced 40.28%	21,410 $1.96 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

579

Shares Held

43.3M

Call Options Held

5.79M

Put Options Held

4.51M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Modern Wealth Management, LLC Ishares Tr Transaction History