Regis Management CO LLC IYR Holdings History
Regis Management CO LLC's iShares U.S. Real Estate ETF Holding Summary
As of 2024-06-30, Regis Management CO LLC held 123,603.00 shares of iShares U.S. Real Estate ETF(IYR), totaling $10.85 Mil. This investment constitutes 3.27% of their stock portfolio, and Regis Management CO LLC now holds -% of the outstanding iShares U.S. Real Estate ETF(IYR) stock.
The initial trade took place in 2013Q4. And since then Regis Management CO LLC has made 12 purchases of IYR, at an average price of $73.37, for a total of 570,896.00 shares. In addition, there have been 19 sales at an average price of $88.46 for 447,293.00 shares. Based on historical transaction data and IYR's current price of $94.77, Regis Management CO LLC's estimated gain on his IYR holdings is $9.40 Mil, reflecting a 22.43% gain to date.
Regis Management CO LLC IYR ($94.77) Holding Chart
Regis Management CO LLC IYR ($94.77) 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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