Forte Asset Management LLC Ishares Tr Transaction History

Forte Asset Management LLC

  • $214 Million
  • Q4 2025

A detailed history of Forte Asset Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Forte Asset Management LLC holds 34,141 shares of IYR stock, worth $3.24 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
34,141
Previous 31,889 7.06%
Holding current value
$3.24 Million
Previous $3.1 Million 4.65%
% of portfolio
1.52%
Previous 1.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$93.69 - $98.5 $210,989 - $221,822
2,252 Added 7.06%
34,141 $3.24 Million
Q3 2025

Oct 30, 2025
BUY
$94.16 - $98.46 $2,354 - $2,461
25 Added 0.08%
31,889 $3.1 Million
Q2 2025

Jul 31, 2025
BUY
$84.48 - $96.25 $2.69 Million - $3.07 Million
31,864 New
31,864 $3.02 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

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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