Momentum Advisors, LLC Ishares Tr Transaction History

Momentum Advisors, LLC

$96.6 Million
Q4 2022

A detailed history of Momentum Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Momentum Advisors, LLC holds 2,608 shares of IYR stock, worth $247,447. This represents 0.23% of its overall portfolio holdings.

Number of Shares

2,608

Holding current value

$247,447

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$76.97 - $89.17 $200,737 - $232,555	2,608 New	2,608 $219,000

Others Institutions Holding IYR

# of Institutions

579

Shares Held

50.1M

Call Options Held

8.15M

Put Options Held

4.4M

Barclays PLC London, X0

6.16M
Shares

$585 Million
0.07% of portfolio
Wealth Navi Inc.

5.84M
Shares

$554 Million
4.84% of portfolio
Cibc Bancorp Usa Inc. Chicago, IL

3.66M
Shares

$347 Million
0.44% of portfolio
Cibc World Markets Corp New York, NY

3.66M
Shares

$347 Million
2.35% of portfolio
Morgan Stanley New York, NY

3.17M
Shares

$301 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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