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Live Oak Investment Partners’s
iShares US Real Estate ETF
IYR
Stock Holding History
Live Oak Investment Partners’s Portfolio
IYR Stock Details
IYR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Hold
0
–
–
–
276
2023
Q3
–
Hold
0
–
–
–
280
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Goldman Sachs
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47.82%
1-Year Est. Return
Bank of Montreal
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$304B AUM
35.64%
1-Year Est. Return
Morgan Stanley
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$1.89T AUM
35.08%
1-Year Est. Return
Bank of America
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$1.55T AUM
33.47%
1-Year Est. Return
UBS Group
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$786B AUM
40.34%
1-Year Est. Return
Wolverine Trading
Chicago, Illinois
$139B AUM
31.83%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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