Ehrlich Financial Group Ishares Tr Transaction History

Ehrlich Financial Group

$141 Billion
Q4 2024

A detailed history of Ehrlich Financial Group transactions in Ishares Tr stock. As of the latest transaction made, Ehrlich Financial Group holds 3,844 shares of IYR stock, worth $368,754. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,844

Holding current value

$368,754

% of portfolio

0.25%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$90.74 - $102.87 $348,804 - $395,432	3,844 New	3,844 $358 Million

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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Ehrlich Financial Group Ishares Tr Transaction History