One Wealth Advisors, LLC Ishares Tr Transaction History

One Wealth Advisors, LLC

  • $730 Million
  • Q3 2025

A detailed history of One Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, One Wealth Advisors, LLC holds 2,122 shares of IYR stock, worth $201,335. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,122
Previous 2,122 -0.0%
Holding current value
$201,335
Previous $199,000 3.52%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$89.49 - $98.98 $189,897 - $210,035
2,122 New
2,122 $203,000
Q4 2023

Feb 13, 2024
BUY
$73.28 - $92.46 $279,196 - $352,272
3,810 New
3,810 $348,000

Others Institutions Holding IYR

# of Institutions
579
Shares Held
50.1M
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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