Westmount Partners, LLC Ishares Tr Transaction History

Westmount Partners, LLC

$401 Billion
Q4 2025

A detailed history of Westmount Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Westmount Partners, LLC holds 5,038 shares of IYR stock, worth $478,005. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,038

Previous 7,808 35.48%

Holding current value

$478,005

Previous $758 Million 37.63%

% of portfolio

0.12%

Previous 0.2%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$93.69 - $98.5 $259,521 - $272,845	-2,770 Reduced 35.48%	5,038 $473 Million
Q3 2025 Oct 14, 2025	SELL	$94.16 - $98.46 $15,536 - $16,245	-165 Reduced 2.07%	7,808 $758 Million
Q2 2025 Jul 09, 2025	SELL	$84.48 - $96.25 $17,064 - $19,442	-202 Reduced 2.47%	7,973 $756 Million
Q1 2025 May 01, 2025	BUY	$89.49 - $98.98 $32,574 - $36,028	364 Added 4.66%	8,175 $783 Million
Q4 2024 Jan 13, 2025	BUY	$90.74 - $102.87 $25,679 - $29,112	283 Added 3.76%	7,811 $727 Million

Q3 2024 Jan 13, 2025	BUY	$86.93 - $103.61 $654,409 - $779,976	7,528 New	7,528 $767 Million
Q2 2024 Jan 28, 2025	BUY	$81.6 - $89.23 $1,958 - $2,141	24 Added 0.32%	7,602 $661 Million
Q1 2024 Jan 28, 2025	SELL	$85.32 - $92.22 $52,130 - $56,346	-611 Reduced 7.46%	7,578 $681 Million
Q4 2023 Jan 28, 2025	BUY	$73.28 - $92.46 $44,261 - $55,845	604 Added 7.96%	8,189 $749 Million
Q3 2023 Jan 28, 2025	SELL	$77.12 - $89.86 $46,117 - $53,736	-598 Reduced 7.31%	7,585 $593 Million
Q2 2023 Jan 28, 2025	BUY	$80.51 - $86.54 $29,949 - $32,192	372 Added 4.76%	8,183 $708 Million
Q1 2023 Jan 29, 2025	BUY	$78.73 - $95.24 $35,192 - $42,572	447 Added 5.72%	8,258 $701 Million
Q4 2022 Jan 28, 2025	BUY	$76.97 - $89.17 $42,179 - $48,865	548 Added 7.02%	8,359 $704 Million

Others Institutions Holding IYR

# of Institutions

577

Shares Held

50.1M

Call Options Held

8.15M

Put Options Held

4.4M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Westmount Partners, LLC Ishares Tr Transaction History