Wealth Navi Inc. Ishares Tr Transaction History

Wealth Navi Inc.

$8.99 Billion
Q1 2025

A detailed history of Wealth Navi Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wealth Navi Inc. holds 4,696,857 shares of IYR stock, worth $445 Million. This represents 5.0% of its overall portfolio holdings.

Number of Shares

4,696,857

Previous 4,456,004 5.41%

Holding current value

$445 Million

Previous $415 Million 8.45%

% of portfolio

5.0%

Previous 4.82%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$89.49 - $98.98 $21.6 Million - $23.8 Million	240,853 Added 5.41%	4,696,857 $450 Million
Q4 2024 Feb 06, 2025	BUY	$90.74 - $102.87 $6.17 Million - $7 Million	68,048 Added 1.55%	4,456,004 $415 Million
Q3 2024 Oct 23, 2024	BUY	$86.93 - $103.61 $848,349 - $1.01 Million	9,759 Added 0.22%	4,387,956 $447 Million
Q2 2024 Aug 13, 2024	BUY	$81.6 - $89.23 $20 Million - $21.8 Million	244,506 Added 5.91%	4,378,197 $384 Million
Q1 2024 Apr 17, 2024	BUY	$85.32 - $92.22 $19.1 Million - $20.6 Million	223,642 Added 5.72%	4,133,691 $372 Million
Q4 2023 Jan 29, 2024	BUY	$73.28 - $92.46 $4.21 Million - $5.32 Million	57,509 Added 1.49%	3,910,049 $357 Million
Q3 2023 Oct 13, 2023	BUY	$77.12 - $89.86 $27.6 Million - $32.2 Million	357,859 Added 10.24%	3,852,540 $301 Million
Q2 2023 Jul 06, 2023	BUY	$80.51 - $86.54 $9.49 Million - $10.2 Million	117,927 Added 3.49%	3,494,681 $302 Million
Q1 2023 Apr 12, 2023	BUY	$78.73 - $95.24 $25.6 Million - $30.9 Million	324,761 Added 10.64%	3,376,754 $287 Million
Q4 2022 Jan 18, 2023	BUY	$76.97 - $89.17 $20.4 Million - $23.7 Million	265,619 Added 9.53%	3,051,993 $257 Million
Q3 2022 Oct 13, 2022	BUY	$80.64 - $103.19 $13.8 Million - $17.6 Million	170,883 Added 6.53%	2,786,374 $227 Million
Q2 2022 Jul 25, 2022	BUY	$86.95 - $112.38 $10.1 Million - $13.1 Million	116,656 Added 4.67%	2,615,491 $241 Million
Q1 2022 Apr 06, 2022	BUY	$99.21 - $115.26 $4.16 Million - $4.83 Million	41,909 Added 1.71%	2,498,835 $270 Million
Q4 2021 Jan 18, 2022	BUY	$103.03 - $116.14 $11 Million - $12.4 Million	106,800 Added 4.54%	2,456,926 $285 Million
Q3 2021 Oct 06, 2021	BUY	$102.34 - $111.27 $17 Million - $18.5 Million	166,108 Added 7.61%	2,350,126 $241 Million
Q2 2021 Sep 22, 2021	BUY	$93.58 - $104.97 $14.1 Million - $15.8 Million	150,727 Added 7.41%	2,184,018 $0
Q1 2021 May 07, 2021	BUY	$82.27 - $92.74 $18.6 Million - $21 Million	226,268 Added 12.52%	2,033,291 $187 Million
Q4 2020 Feb 12, 2021	BUY	$76.87 - $86.71 $9.52 Million - $10.7 Million	123,894 Added 7.36%	1,807,023 $155 Million
Q3 2020 Nov 05, 2020	BUY	$76.71 - $84.15 $20.2 Million - $22.2 Million	263,454 Added 18.56%	1,683,129 $134 Million
Q2 2020 Aug 13, 2020	BUY	$64.24 - $86.82 $14.2 Million - $19.2 Million	221,061 Added 18.44%	1,419,675 $112 Million
Q1 2020 Apr 20, 2020	BUY	$57.84 - $100.28 $13 Million - $22.6 Million	224,982 Added 23.11%	1,198,614 $83.4 Million
Q4 2019 Jan 30, 2020	BUY	$89.52 - $95.36 $9 Million - $9.59 Million	100,588 Added 11.52%	973,632 $90.6 Million
Q3 2019 Oct 21, 2019	BUY	$91.54 - $93.76 $7.87 Million - $8.06 Million	85,921 Added 10.92%	873,044 $81.7 Million
Q2 2019 Jul 24, 2019	BUY	N/A	51,093 Added 6.94%	787,123 $68.7 Million
Q1 2019 May 08, 2019	BUY	N/A	736,030 New	736,030 $64.1 Million

Others Institutions Holding IYR

# of Institutions

616

Shares Held

57.5M

Call Options Held

8.93M

Put Options Held

12.5M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Navi Inc. with notifications on news.

Account