Wealth Navi Inc. Ishares Tr Transaction History

Wealth Navi Inc.

$8.6 Billion
Q4 2024

A detailed history of Wealth Navi Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wealth Navi Inc. holds 4,456,004 shares of IYR stock, worth $426 Million. This represents 4.82% of its overall portfolio holdings.

Number of Shares

4,456,004

Previous 4,387,956 1.55%

Holding current value

$426 Million

Previous $447 Million 7.23%

% of portfolio

4.82%

Previous 5.11%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$90.74 - $102.87 $6.17 Million - $7 Million	68,048 Added 1.55%	4,456,004 $415 Million
Q3 2024 Oct 23, 2024	BUY	$86.93 - $103.61 $848,349 - $1.01 Million	9,759 Added 0.22%	4,387,956 $447 Million
Q2 2024 Aug 13, 2024	BUY	$81.6 - $89.23 $20 Million - $21.8 Million	244,506 Added 5.91%	4,378,197 $384 Million
Q1 2024 Apr 17, 2024	BUY	$85.32 - $92.22 $19.1 Million - $20.6 Million	223,642 Added 5.72%	4,133,691 $372 Million
Q4 2023 Jan 29, 2024	BUY	$73.28 - $92.46 $4.21 Million - $5.32 Million	57,509 Added 1.49%	3,910,049 $357 Million
Q3 2023 Oct 13, 2023	BUY	$77.12 - $89.86 $27.6 Million - $32.2 Million	357,859 Added 10.24%	3,852,540 $301 Million
Q2 2023 Jul 06, 2023	BUY	$80.51 - $86.54 $9.49 Million - $10.2 Million	117,927 Added 3.49%	3,494,681 $302 Million
Q1 2023 Apr 12, 2023	BUY	$78.73 - $95.24 $25.6 Million - $30.9 Million	324,761 Added 10.64%	3,376,754 $287 Million
Q4 2022 Jan 18, 2023	BUY	$76.97 - $89.17 $20.4 Million - $23.7 Million	265,619 Added 9.53%	3,051,993 $257 Million
Q3 2022 Oct 13, 2022	BUY	$80.64 - $103.19 $13.8 Million - $17.6 Million	170,883 Added 6.53%	2,786,374 $227 Million
Q2 2022 Jul 25, 2022	BUY	$86.95 - $112.38 $10.1 Million - $13.1 Million	116,656 Added 4.67%	2,615,491 $241 Million
Q1 2022 Apr 06, 2022	BUY	$99.21 - $115.26 $4.16 Million - $4.83 Million	41,909 Added 1.71%	2,498,835 $270 Million
Q4 2021 Jan 18, 2022	BUY	$103.03 - $116.14 $11 Million - $12.4 Million	106,800 Added 4.54%	2,456,926 $285 Million
Q3 2021 Oct 06, 2021	BUY	$102.34 - $111.27 $17 Million - $18.5 Million	166,108 Added 7.61%	2,350,126 $241 Million
Q2 2021 Sep 22, 2021	BUY	$93.58 - $104.97 $14.1 Million - $15.8 Million	150,727 Added 7.41%	2,184,018 $0
Q1 2021 May 07, 2021	BUY	$82.27 - $92.74 $18.6 Million - $21 Million	226,268 Added 12.52%	2,033,291 $187 Million
Q4 2020 Feb 12, 2021	BUY	$76.87 - $86.71 $9.52 Million - $10.7 Million	123,894 Added 7.36%	1,807,023 $155 Million
Q3 2020 Nov 05, 2020	BUY	$76.71 - $84.15 $20.2 Million - $22.2 Million	263,454 Added 18.56%	1,683,129 $134 Million
Q2 2020 Aug 13, 2020	BUY	$64.24 - $86.82 $14.2 Million - $19.2 Million	221,061 Added 18.44%	1,419,675 $112 Million
Q1 2020 Apr 20, 2020	BUY	$57.84 - $100.28 $13 Million - $22.6 Million	224,982 Added 23.11%	1,198,614 $83.4 Million
Q4 2019 Jan 30, 2020	BUY	$89.52 - $95.36 $9 Million - $9.59 Million	100,588 Added 11.52%	973,632 $90.6 Million
Q3 2019 Oct 21, 2019	BUY	$91.54 - $93.76 $7.87 Million - $8.06 Million	85,921 Added 10.92%	873,044 $81.7 Million
Q2 2019 Jul 24, 2019	BUY	N/A	51,093 Added 6.94%	787,123 $68.7 Million
Q1 2019 May 08, 2019	BUY	N/A	736,030 New	736,030 $64.1 Million

Others Institutions Holding IYR

# of Institutions

602

Shares Held

57.2M

Call Options Held

11.6M

Put Options Held

11.9M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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