Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 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 25,857 shares of IYR stock, worth $2.51 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
25,857
Previous 25,035 3.28%
Holding current value
$2.51 Million
Previous $2.16 Billion 5.08%
% of portfolio
0.17%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
575
Shares Held
31.3M
Call Options Held
6.83M
Put Options Held
5.86M
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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