Sheets Smith Wealth Management Ishares Tr Transaction History

Sheets Smith Wealth Management

  • $789 Million
  • Q1 2025

A detailed history of Sheets Smith Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 36,000 shares of IYR stock, worth $3.4 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
36,000
Previous 36,000 -0.0%
Holding current value
$3.4 Million
Previous $3.35 Million 2.9%
% of portfolio
0.44%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 26, 2023
BUY
$78.73 - $95.24 $2.83 Million - $3.42 Million
35,915 Added 42252.94%
36,000 $3.06 Million
Q1 2023

May 12, 2023
SELL
$78.73 - $95.24 $2.83 Million - $3.42 Million
-35,915 Reduced 99.76%
85 $7,000
Q3 2017

Oct 12, 2017
BUY
N/A
36,000
36,000 $2.88 Million

Others Institutions Holding IYR

# of Institutions
579
Shares Held
43.3M
Call Options Held
5.79M
Put Options Held
4.51M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email