Aspect Partners, LLC IYR Holdings History
Aspect Partners, LLC's iShares U.S. Real Estate ETF Holding Summary
As of 2025-03-31, Aspect Partners, LLC held 78,802.00 shares of iShares U.S. Real Estate ETF(IYR), totaling $7.55 Mil. This investment constitutes 4.32% of their stock portfolio, and Aspect Partners, LLC now holds 0.24% of the outstanding iShares U.S. Real Estate ETF(IYR) stock.
The initial trade took place in 2023Q4. And since then Aspect Partners, LLC has made 2 purchases of IYR, at an average price of $88.54, for a total of 320,512.00 shares. In addition, there have been 3 sales at an average price of $91.79 for 241,710.00 shares. Based on historical transaction data and IYR's current price of $95.49, Aspect Partners, LLC's estimated gain on his IYR holdings is $1.33 Mil, reflecting a 4.70% gain to date.
Aspect Partners, LLC IYR ($95.49) Holding Chart
Aspect Partners, LLC IYR ($95.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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