Watts Gwilliam & Co., LLC Ishares Tr Transaction History

Watts Gwilliam & Co., LLC

  • $569 Million
  • Q2 2025

A detailed history of Watts Gwilliam & Co., LLC transactions in Ishares Tr stock. As of the latest transaction made, Watts Gwilliam & Co., LLC holds 3,855 shares of IYR stock, worth $372,393. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,855
Previous 4,626 16.67%
Holding current value
$372,393
Previous $442,000 17.42%
% of portfolio
0.06%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 19, 2025
SELL
$84.48 - $96.25 $65,134 - $74,208
-771 Reduced 16.67%
3,855 $365,000
Q1 2025

May 13, 2025
BUY
$89.49 - $98.98 $32,305 - $35,731
361 Added 8.46%
4,626 $442,000
Q4 2024

Jan 08, 2025
BUY
$90.74 - $102.87 $27,222 - $30,861
300 Added 7.57%
4,265 $390 Million
Q3 2024

Oct 09, 2024
SELL
$86.93 - $103.61 $25,209 - $30,046
-290 Reduced 6.82%
3,965 $391 Million
Q1 2024

May 15, 2024
BUY
$85.32 - $92.22 $363,036 - $392,396
4,255 New
4,255 $370 Million

Others Institutions Holding IYR

# of Institutions
583
Shares Held
49.3M
Call Options Held
7.48M
Put Options Held
5.48M
View Full List

About ISHARES TR

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