Smallwood Wealth Investment Management, LLC Ishares Tr Transaction History
Smallwood Wealth Investment Management, LLC
- $185 Million
- Q3 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 2 shares of IYR stock, worth $193. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2Holding current value
$193% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IYR
# of Institutions
583Shares Held
49.3MCall Options Held
7.48MPut Options Held
5.48M-
Wealth Navi Inc.5.3MShares$512 Million4.77% of portfolio
-
Morgan Stanley New York, NY5.02MShares$485 Million0.03% of portfolio
-
Cibc World Markets Corp New York, NY3.66MShares$354 Million2.35% of portfolio
-
Barclays PLC London, X03.39MShares$328 Million0.07% of portfolio
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Goldman Sachs Group Inc New York, NY3.25MShares$314 Million0.04% of portfolio