Warren Averett Asset Management, LLC Ishares Tr Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 34,912 shares of IYR stock, worth $3.31 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
34,912
Previous 26,805 30.24%
Holding current value
$3.31 Million
Previous $2.54 Million 33.43%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$94.16 - $98.46 $763,355 - $798,215
8,107 Added 30.24%
34,912 $3.39 Million
Q2 2025

Aug 14, 2025
BUY
$84.48 - $96.25 $1.08 Million - $1.23 Million
12,736 Added 90.53%
26,805 $2.54 Million
Q1 2025

May 15, 2025
BUY
$89.49 - $98.98 $641,643 - $709,686
7,170 Added 103.93%
14,069 $1.35 Million
Q4 2024

Feb 14, 2025
BUY
$90.74 - $102.87 $626,015 - $709,700
6,899 New
6,899 $642,000

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

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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