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 $260,826. This represents 0.23% of its overall portfolio holdings.

Number of Shares

2,608

Holding current value

$260,826

% 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

571

Shares Held

31.2M

Call Options Held

6.83M

Put Options Held

5.86M

Wealth Navi Inc.

4.39M
Shares

$439 Million
5.11% of portfolio
Morgan Stanley New York, NY

3.06M
Shares

$306 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.37M
Shares

$237 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

1.24M
Shares

$124 Million
0.02% of portfolio
Wolverine Trading, LLC Chicago, IL

1.11M
Shares

$111 Million
0.1% of portfolio

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Momentum Advisors, LLC Ishares Tr Transaction History