McCutchen Group LLC IYR Holdings History
McCutchen Group LLC's iShares U.S. Real Estate ETF Holding Summary
As of 2022-09-30, McCutchen Group LLC held 271,661.00 shares of iShares U.S. Real Estate ETF(IYR), totaling $22.12 Mil. This investment constitutes 4.76% of their stock portfolio, and McCutchen Group LLC now holds 0.59% of the outstanding iShares U.S. Real Estate ETF(IYR) stock.
The initial trade took place in 2014Q1. And since then McCutchen Group LLC has made 20 purchases of IYR, at an average price of $87.50, for a total of 287,543.00 shares. In addition, there have been 4 sales at an average price of $75.51 for 15,882.00 shares. Based on historical transaction data and IYR's current price of $98.01, McCutchen Group LLC's estimated gain on his IYR holdings is $2.66 Mil, reflecting a 10.59% gain to date.
McCutchen Group LLC IYR ($98.01) Holding Chart
McCutchen Group LLC IYR ($98.01) 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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