Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 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 54,888 shares of IYR stock, worth $5.3 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
54,888
Previous 35,943 52.71%
Holding current value
$5.3 Million
Previous $3.44 Million 51.15%
% of portfolio
0.14%
Previous 0.11%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$84.48 - $96.25 $1.6 Million - $1.82 Million
18,945 Added 52.71%
54,888 $5.2 Million
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
583
Shares Held
49.3M
Call Options Held
7.48M
Put Options Held
5.48M
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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