Taylor & Morgan Wealth Management, LLC Ishares Tr Transaction History

Taylor & Morgan Wealth Management, LLC

$158 Million
Q3 2025

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 2,552 shares of IYR stock, worth $242,133. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,552

Previous 2,536 0.63%

Holding current value

$242,133

Previous $238,000 3.78%

% of portfolio

0.16%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$94.16 - $98.46 $1,506 - $1,575	16 Added 0.63%	2,552 $247,000
Q2 2025 Jul 07, 2025	BUY	$84.48 - $96.25 $1,098 - $1,251	13 Added 0.52%	2,536 $238,000
Q1 2025 Apr 08, 2025	BUY	$89.49 - $98.98 $894 - $989	10 Added 0.4%	2,523 $239,000
Q4 2024 Jan 15, 2025	BUY	$90.74 - $102.87 $1,996 - $2,263	22 Added 0.88%	2,513 $233,000
Q3 2024 Oct 24, 2024	BUY	$86.93 - $103.61 $1,477 - $1,761	17 Added 0.69%	2,491 $253,000

Q2 2024 Jul 16, 2024	BUY	$81.6 - $89.23 $1,305 - $1,427	16 Added 0.65%	2,474 $217,000
Q1 2024 Apr 15, 2024	BUY	$85.32 - $92.22 $767 - $829	9 Added 0.37%	2,458 $220,000
Q4 2023 Jan 10, 2024	BUY	$73.28 - $92.46 $179,462 - $226,434	2,449 New	2,449 $223,000
Q2 2023 Jul 13, 2023	BUY	$80.51 - $86.54 $966 - $1,038	12 Added 0.5%	2,401 $207,000
Q1 2023 Apr 06, 2023	BUY	$78.73 - $95.24 $1,023 - $1,238	13 Added 0.55%	2,389 $202,000
Q4 2022 Jan 17, 2023	BUY	$76.97 - $89.17 $182,880 - $211,867	2,376 New	2,376 $0
Q2 2022 Jul 08, 2022	BUY	$86.95 - $112.38 $869 - $1,123	10 Added 0.4%	2,504 $230,000
Q1 2022 Apr 18, 2022	BUY	$99.21 - $115.26 $892 - $1,037	9 Added 0.36%	2,494 $270,000
Q4 2021 Jan 21, 2022	BUY	$103.03 - $116.14 $256,029 - $288,607	2,485 New	2,485 $289,000

Others Institutions Holding IYR

# of Institutions

576

Shares Held

49.5M

Call Options Held

8.15M

Put Options Held

4.4M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.

Account

Taylor & Morgan Wealth Management, LLC Ishares Tr Transaction History