Fairhaven Wealth Management, LLC Ishares Tr Transaction History
Fairhaven Wealth Management, LLC
- $319 Million
- Q4 2024
A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 4,230 shares of IYR stock, worth $403,499. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,230
Previous 4,230
-0.0%
Holding current value
$403,499
Previous $430,000
8.6%
% of portfolio
0.12%
Previous 0.13%
Shares
21 transactions
Others Institutions Holding IYR
# of Institutions
618Shares Held
57.5MCall Options Held
8.93MPut Options Held
12.5M-
Barclays PLC London, X07.96MShares$760 Million0.21% of portfolio
-
Goldman Sachs Group Inc New York, NY6.47MShares$617 Million0.1% of portfolio
-
Wealth Navi Inc.4.46MShares$425 Million4.82% of portfolio
-
Cibc World Markets Corp New York, NY4.01MShares$383 Million2.25% of portfolio
-
Bank Of America Corp Charlotte, NC3.92MShares$373 Million0.03% of portfolio