Momentum Advisors, LLC Ishares Tr Transaction History

Momentum Advisors, LLC

$96.6 Million
Q4 2022

A detailed history of Momentum Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Momentum Advisors, LLC holds 2,608 shares of IYR stock, worth $228,121. This represents 0.23% of its overall portfolio holdings.

Number of Shares

2,608

Holding current value

$228,121

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$82.26 - $89.17 $214,534 - $232,555	2,608 New	2,608 $219,000

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

Barclays PLC London, X0

13.1M
Shares

$1.14 Billion
0.41% of portfolio
Cibc World Markets Corp New York, NY

4.31M
Shares

$377 Million
2.58% of portfolio
Wealth Navi Inc.

4.13M
Shares

$362 Million
4.95% of portfolio
Morgan Stanley New York, NY

2.68M
Shares

$234 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.44M
Shares

$213 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Momentum Advisors, LLC Ishares Tr Transaction History