Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $1.11 Trillion
  • Q1 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 25,035 shares of IYR stock, worth $2.19 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
25,035
Previous 21,313 17.46%
Holding current value
$2.19 Million
Previous $1.95 Billion 10.82%
% of portfolio
0.19%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
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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