McCutchen Group LLC IYR Holdings History

Number of Shares
271,661.00
Current Holdings Value*
$22.12 Mil
% of Portfolio
4.76%
Total Estimate Gain
$2.60 Mil
% of Total Estimate Gain
10.35%

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 $97.79, McCutchen Group LLC's estimated gain on his IYR holdings is $2.60 Mil, reflecting a 10.35% gain to date.

McCutchen Group LLC IYR ($97.79) Holding Chart

McCutchen Group LLC IYR ($97.79) 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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