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 $249,142. This represents 0.23% of its overall portfolio holdings.

Number of Shares

2,608

Holding current value

$249,142

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$76.97 - $89.17 $200,737 - $232,555	2,608 New	2,608 $219,000

Others Institutions Holding IYR

# of Institutions

618

Shares Held

57.5M

Call Options Held

8.93M

Put Options Held

12.5M

Barclays PLC London, X0

7.96M
Shares

$761 Million
0.21% of portfolio
Goldman Sachs Group Inc New York, NY

6.47M
Shares

$618 Million
0.1% of portfolio
Wealth Navi Inc.

4.46M
Shares

$426 Million
4.82% of portfolio
Cibc World Markets Corp New York, NY

4.01M
Shares

$383 Million
2.25% of portfolio
Bank Of America Corp Charlotte, NC

3.92M
Shares

$374 Million
0.03% 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