Lgt Financial Advisors LLC Ishares Tr Transaction History

Lgt Financial Advisors LLC

$45.2 Billion
Q4 2024

A detailed history of Lgt Financial Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 2,760 shares of IYR stock, worth $265,981. This represents 0.57% of its overall portfolio holdings.

Number of Shares

2,760

Previous 2,737 0.84%

Holding current value

$265,981

Previous $279 Million 7.86%

% of portfolio

0.57%

Previous 0.69%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$90.74 - $102.87 $2,087 - $2,366	23 Added 0.84%	2,760 $257 Million
Q3 2024 Oct 31, 2024	BUY	$86.93 - $103.61 $1,564 - $1,864	18 Added 0.66%	2,737 $279 Million
Q2 2024 Aug 05, 2024	SELL	$81.6 - $89.23 $15,993 - $17,489	-196 Reduced 6.72%	2,719 $238 Million
Q1 2024 May 02, 2024	BUY	$85.32 - $92.22 $1,023 - $1,106	12 Added 0.41%	2,915 $262 Million
Q4 2023 Feb 12, 2024	SELL	$73.28 - $92.46 $115,489 - $145,716	-1,576 Reduced 35.19%	2,903 $265 Million
Q2 2023 Aug 14, 2023	BUY	$80.51 - $86.54 $360,604 - $387,612	4,479 New	4,479 $388 Million
Q4 2022 Feb 14, 2023	BUY	$76.97 - $89.17 $342,516 - $396,806	4,450 New	4,450 $375 Million

Others Institutions Holding IYR

# of Institutions

613

Shares Held

57.3M

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

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Lgt Financial Advisors LLC Ishares Tr Transaction History