CarsonAllaria Wealth Management, Ltd. IYR Holdings History
CarsonAllaria Wealth Management, Ltd.'s iShares U.S. Real Estate ETF Holding Summary
As of 2025-03-31, CarsonAllaria Wealth Management, Ltd. held 47,221.00 shares of iShares U.S. Real Estate ETF(IYR), totaling $4.52 Mil. This investment constitutes 2.62% of their stock portfolio, and CarsonAllaria Wealth Management, Ltd. now holds 0.14% of the outstanding iShares U.S. Real Estate ETF(IYR) stock.
The initial trade took place in 2021Q4. And since then CarsonAllaria Wealth Management, Ltd. has made 11 purchases of IYR, at an average price of $97.70, for a total of 51,858.00 shares. In addition, there have been 2 sales at an average price of $95.55 for 4,637.00 shares. Based on historical transaction data and IYR's current price of $96.06, CarsonAllaria Wealth Management, Ltd.'s estimated gain on his IYR holdings is $-87,196.34, reflecting a -1.72% gain to date.
CarsonAllaria Wealth Management, Ltd. IYR ($96.06) Holding Chart
CarsonAllaria Wealth Management, Ltd. IYR ($96.06) 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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