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Raymond James & Associates’s iShares US Real Estate ETF IYR Stock Holding History

Raymond James & Associates’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-11,800
Closed -$103K – 3660
2019
Q2 		$103K Hold
11,800
– – ﹤0.01% 3406
2019
Q1 		$100K Hold
11,800
– – ﹤0.01% 3387
2018
Q4 		$5K Buy
+11,800
New +$927K ﹤0.01% 3490

Other funds holding IYR

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James & Associates's IYR Position: Q3 2024 in Review

Raymond James & Associates reduced its iShares US Real Estate ETF (IYR) stake by 12% in Q3 2024, selling an estimated $1.26M and leaving 94,929 shares worth $9.67M. The position accounts for 0.01% of the portfolio, ranked #1253.

Raymond James & Associates first reported a position in IYR in Q2 2013 and has held it in 46 quarters since. The position peaked at $16.2M in Q4 2021. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

  • Raymond James & Associates held 94,929 shares of iShares US Real Estate ETF worth $9.67M as of Q3 2024.
  • Raymond James & Associates sold 13,042 iShares US Real Estate ETF shares in Q3 2024, an estimated $1.26M.
  • iShares US Real Estate ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1253 holding.
  • Raymond James & Associates first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's iShares US Real Estate ETF position peaked at $16.2M in Q4 2021.
  • 501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.