A detailed history of Zrc Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 6,970 shares of IYR stock, worth $609,665. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,970
Previous 7,645 8.83%
Holding current value
$609,665
Previous $597 Million 4.89%
% of portfolio
0.31%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$85.32 - $92.22 $57,590 - $62,248
-675 Reduced 8.83%
6,970 $627 Million
Q4 2023

Jan 16, 2024

BUY
$73.28 - $92.46 $560,225 - $706,856
7,645 New
7,645 $597 Million

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.