Wealth Navi Inc. Ishares Tr Transaction History

Wealth Navi Inc.

$7.51 Billion
Q1 2024

A detailed history of Wealth Navi Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wealth Navi Inc. holds 4,133,691 shares of IYR stock, worth $358 Million. This represents 4.95% of its overall portfolio holdings.

Number of Shares

4,133,691

Previous 3,910,049 5.72%

Holding current value

$358 Million

Previous $357 Million 3.97%

% of portfolio

4.95%

Previous 5.18%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.26 - $89.17 $21.8 Million - $23.7 Million	265,619 Added 9.53%	3,051,993 $257 Million
Q3 2022 Oct 13, 2022	BUY	N/A	170,883 Added 6.53%	2,786,374 $227 Million
Q2 2022 Jul 25, 2022	BUY	N/A	116,656 Added 4.67%	2,615,491 $241 Million
Q1 2022 Apr 06, 2022	BUY	N/A	41,909 Added 1.71%	2,498,835 $270 Million
Q4 2021 Jan 18, 2022	BUY	N/A	106,800 Added 4.54%	2,456,926 $285 Million
Q3 2021 Oct 06, 2021	BUY	N/A	166,108 Added 7.61%	2,350,126 $241 Million
Q2 2021 Sep 22, 2021	BUY	N/A	150,727 Added 7.41%	2,184,018 $0
Q1 2021 May 07, 2021	BUY	N/A	226,268 Added 12.52%	2,033,291 $187 Million
Q4 2020 Feb 12, 2021	BUY	N/A	123,894 Added 7.36%	1,807,023 $155 Million
Q3 2020 Nov 05, 2020	BUY	N/A	263,454 Added 18.56%	1,683,129 $134 Million
Q2 2020 Aug 13, 2020	BUY	N/A	221,061 Added 18.44%	1,419,675 $112 Million
Q1 2020 Apr 20, 2020	BUY	N/A	224,982 Added 23.11%	1,198,614 $83.4 Million
Q4 2019 Jan 30, 2020	BUY	N/A	100,588 Added 11.52%	973,632 $90.6 Million
Q3 2019 Oct 21, 2019	BUY	N/A	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

548

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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