Cary Street Partners Investment Advisory LLC Ishares Tr Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$81.6 - $89.23 $229,785 - $251,271	2,816 New	2,816 $247,000
Q3 2023 Nov 13, 2023	BUY	$77.12 - $89.86 $38,560 - $44,930	500 New	500 $39,000
Q4 2020 Feb 12, 2021	SELL	$76.87 - $86.71 $1,844 - $2,081	-24 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$76.71 - $84.15 $1,841 - $2,019	24 New	24 $2,000

Others Institutions Holding IYR

# of Institutions

613

Shares Held

57.3M

Call Options Held

8.93M

Put Options Held

12.5M

Barclays PLC London, X0

7.96M
Shares

$764 Million
0.21% of portfolio
Goldman Sachs Group Inc New York, NY

6.47M
Shares

$621 Million
0.1% of portfolio
Wealth Navi Inc.

4.46M
Shares

$427 Million
4.82% of portfolio
Cibc World Markets Corp New York, NY

4.01M
Shares

$385 Million
2.25% of portfolio
Bank Of America Corp Charlotte, NC

3.92M
Shares

$376 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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