Unique Wealth, LLC Ishares Tr Transaction History

Unique Wealth, LLC

$354 Billion
Q1 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Unique Wealth, LLC holds 32,350 shares of IYR stock, worth $2.82 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

32,350

Previous 29,629 9.18%

Holding current value

$2.82 Million

Previous $2.71 Billion 7.38%

% of portfolio

0.82%

Previous 0.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$85.32 - $92.22 $232,155 - $250,930	2,721 Added 9.18%	32,350 $2.91 Billion
Q4 2023 Jan 11, 2024	BUY	$73.28 - $92.46 $1.65 Million - $2.08 Million	22,532 Added 317.49%	29,629 $2.71 Billion
Q3 2023 Oct 10, 2023	BUY	$77.12 - $89.86 $138,661 - $161,568	1,798 Added 33.93%	7,097 $555 Million
Q2 2023 Jul 21, 2023	BUY	$80.51 - $86.54 $48,708 - $52,356	605 Added 12.89%	5,299 $459 Million
Q1 2023 Apr 20, 2023	BUY	$78.73 - $95.24 $5,274 - $6,381	67 Added 1.45%	4,694 $398 Million

Q4 2022 Jan 25, 2023	BUY	$82.26 - $89.17 $380,617 - $412,589	4,627 New	4,627 $390 Million

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Unique Wealth, LLC Ishares Tr Transaction History