Measured Wealth Private Client Group, LLC Ishares Tr Transaction History

Measured Wealth Private Client Group, LLC

  • $307 Million
  • Q4 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 19,316 shares of IYR stock, worth $1.84 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
19,316
Previous 14,325 34.84%
Holding current value
$1.84 Million
Previous $1.46 Million 23.17%
% of portfolio
0.59%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$90.74 - $102.87 $452,883 - $513,424
4,991 Added 34.84%
19,316 $1.8 Million
Q3 2024

Oct 25, 2024
BUY
$86.93 - $103.61 $1.25 Million - $1.48 Million
14,325 New
14,325 $1.46 Million

Others Institutions Holding IYR

# of Institutions
617
Shares Held
57.5M
Call Options Held
8.93M
Put Options Held
12.5M
View Full List

About ISHARES TR

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

Track Measured Wealth Private Client Group, LLC Portfolio

Follow Measured Wealth Private Client Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Measured Wealth Private Client Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Measured Wealth Private Client Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email