Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 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 26,510 shares of IYR stock, worth $2.66 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
26,510
Previous 25,857 2.53%
Holding current value
$2.66 Million
Previous $2.27 Billion 19.04%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
595
Shares Held
56.3M
Call Options Held
11.4M
Put Options Held
13.1M
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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