Broadview Financial Management, LLC IYR Holdings History
Broadview Financial Management, LLC's iShares U.S. Real Estate ETF Holding Summary
As of 2025-03-31, Broadview Financial Management, LLC held 20,875.00 shares of iShares U.S. Real Estate ETF(IYR), totaling $2.00 Mil. This investment constitutes 1.49% of their stock portfolio, and Broadview Financial Management, LLC now holds 0.06% of the outstanding iShares U.S. Real Estate ETF(IYR) stock.
The initial trade took place in 2018Q2. And since then Broadview Financial Management, LLC has made 10 purchases of IYR, at an average price of $80.23, for a total of 31,979.00 shares. In addition, there have been 18 sales at an average price of $89.93 for 11,104.00 shares. Based on historical transaction data and IYR's current price of $97.76, Broadview Financial Management, LLC's estimated gain on his IYR holdings is $473,783.51, reflecting a 18.47% gain to date.
Broadview Financial Management, LLC IYR ($97.76) Holding Chart
Broadview Financial Management, LLC IYR ($97.76) 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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