Naviter Wealth, LLC Ishares Tr Transaction History

Naviter Wealth, LLC

  • $814 Million
  • Q4 2024

A detailed history of Naviter Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Naviter Wealth, LLC holds 20,335 shares of IYR stock, worth $1.93 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
20,335
Previous 6,452 215.17%
Holding current value
$1.93 Million
Previous $657,000 187.98%
% of portfolio
0.23%
Previous 0.09%

Shares

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

Feb 07, 2025
BUY
$90.74 - $102.87 $1.26 Million - $1.43 Million
13,883 Added 215.17%
20,335 $1.89 Million
Q3 2024

Oct 16, 2024
BUY
$86.93 - $103.61 $329,030 - $392,163
3,785 Added 141.92%
6,452 $657,000
Q2 2024

Aug 01, 2024
SELL
$81.6 - $89.23 $2,856 - $3,123
-35 Reduced 1.3%
2,667 $234,000
Q1 2024

Apr 18, 2024
BUY
$85.32 - $92.22 $6,740 - $7,285
79 Added 3.01%
2,702 $242,000
Q4 2023

Feb 05, 2024
BUY
$73.28 - $92.46 $192,213 - $242,522
2,623 New
2,623 $239,000
Q2 2023

Jul 20, 2023
SELL
$80.51 - $86.54 $432,741 - $465,152
-5,375 Reduced 68.47%
2,475 $214,000
Q1 2023

Apr 12, 2023
SELL
$78.73 - $95.24 $6.45 Million - $7.8 Million
-81,941 Reduced 91.26%
7,850 $666,000
Q4 2022

Jan 31, 2023
BUY
$76.97 - $89.17 $5.69 Million - $6.59 Million
73,912 Added 465.47%
89,791 $7.56 Million
Q3 2022

Oct 27, 2022
SELL
$80.64 - $103.19 $1.52 Million - $1.95 Million
-18,853 Reduced 54.28%
15,879 $1.29 Million
Q2 2022

Jul 18, 2022
SELL
$86.95 - $112.38 $1.93 Million - $2.5 Million
-22,224 Reduced 39.02%
34,732 $3.2 Million
Q1 2022

Apr 21, 2022
BUY
$99.21 - $115.26 $603,593 - $701,241
6,084 Added 11.96%
56,956 $6.16 Million
Q4 2021

Feb 03, 2022
BUY
$103.03 - $116.14 $5.24 Million - $5.91 Million
50,872 New
50,872 $5.91 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
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