Liberty Wealth Management LLC Ishares Tr Transaction History

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,917 shares of IYR stock, worth $371,644. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,917
Previous 3,709 5.61%
Holding current value
$371,644
Previous $351,000 8.26%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$94.16 - $98.46 $19,585 - $20,479
208 Added 5.61%
3,917 $380,000
Q2 2025

Aug 01, 2025
BUY
$84.48 - $96.25 $313,336 - $356,991
3,709 New
3,709 $351,000

Others Institutions Holding IYR

# of Institutions
576
Shares Held
49.5M
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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