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Raymond James Financial Services Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$12.1M Buy
118,725
+14,384
+14% +$1.39M 0.02% 780
2024
Q2 		$9.15M Sell
104,341
-15,930
-13% -$1.37M 0.01% 866
2024
Q1 		$10.8M Buy
120,271
+7,642
+7% +$676K 0.02% 772
2023
Q4 		$10.3M Sell
112,629
-9,256
-8% -$758K 0.02% 746
2023
Q3 		$9.52M Sell
121,885
-3,201
-3% -$273K 0.02% 719
2023
Q2 		$10.8M Sell
125,086
-13,589
-10% -$1.14M 0.02% 682
2023
Q1 		$11.8M Buy
138,675
+1,379
+1% +$121K 0.02% 632
2022
Q4 		$11.6M Buy
137,296
+9,154
+7% +$769K 0.02% 595
2022
Q3 		$10.4M Sell
128,142
-12,396
-9% -$1.17M 0.02% 596
2022
Q2 		$12.9M Sell
140,538
-8,469
-6% -$844K 0.03% 543
2022
Q1 		$16.1M Sell
149,007
-41,078
-22% -$4.34M 0.03% 515
2021
Q4 		$22.1M Sell
190,085
-28,556
-13% -$3.13M 0.04% 424
2021
Q3 		$22.4M Buy
218,641
+67,940
+45% +$7.23M 0.05% 401
2021
Q2 		$15.4M Buy
150,701
+36,811
+32% +$3.65M 0.03% 517
2021
Q1 		$10.5M Buy
113,890
+2,455
+2% +$215K 0.02% 607
2020
Q4 		$9.54M Buy
111,435
+29,920
+37% +$2.49M 0.02% 574
2020
Q3 		$6.51M Buy
81,515
+9,409
+13% +$760K 0.02% 657
2020
Q2 		$5.68M Sell
72,106
-84,559
-54% -$6.41M 0.02% 653
2020
Q1 		$10.9M Sell
156,665
-41,871
-21% -$3.71M 0.05% 354
2019
Q4 		$18.5M Sell
198,536
-5,652
-3% -$524K 0.06% 336
2019
Q3 		$19.1M Buy
204,188
+6,057
+3% +$552K 0.07% 298
2019
Q2 		$17.3M Buy
198,131
+16,882
+9% +$1.48M 0.07% 311
2019
Q1 		$15.8M Sell
181,249
-4,810
-3% -$398K 0.07% 323
2018
Q4 		$13.9M Sell
186,059
-6,195
-3% -$487K 0.07% 289
2018
Q3 		$15.4M Buy
192,254
+38,348
+25% +$3.13M 0.07% 310
2018
Q2 		$12.4M Buy
+153,906
New +$11.9M 0.06% 330
2018
Q1 		– Sell
-168,741
Closed -$13.7M – 2639
2017
Q4 		$13.7M Sell
168,741
-45,635
-21% -$3.7M 0.09% 279
2017
Q3 		$17.1M Buy
214,376
+48,689
+29% +$3.91M 0.11% 216
2017
Q2 		$13.2M Sell
165,687
-2,857
-2% -$227K 0.09% 259
2017
Q1 		$13.2M Buy
168,544
+6,819
+4% +$532K 0.1% 241
2016
Q4 		$12.4M Sell
161,725
-121,222
-43% -$9.21M 0.1% 241
2016
Q3 		$22.8M Buy
282,947
+83,019
+42% +$6.87M 0.2% 123
2016
Q2 		$16.5M Sell
199,928
-61,427
-24% -$4.81M 0.16% 168
2016
Q1 		$20.3M Buy
261,355
+43,548
+20% +$3.16M 0.23% 99
2015
Q4 		$16.4M Buy
217,807
+82,177
+61% +$6.14M 0.19% 131
2015
Q3 		$9.62M Buy
135,630
+80,929
+148% +$5.9M 0.16% 161
2015
Q2 		$3.9M Buy
+54,701
New +$4.15M 0.28% 90
2013
Q3 		– Sell
-108,426
Closed -$7.2M – 719
2013
Q2 		$7.2M Buy
+108,426
New +$7.66M 0.21% 106

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 $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial Services Advisors's IYR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares US Real Estate ETF (IYR) stake by 14% in Q3 2024, buying an estimated $1.39M and bringing the position to 118,725 shares worth $12.1M. The position accounts for 0.02% of the portfolio, ranked #780.

Raymond James Financial Services Advisors first reported a position in IYR in Q2 2013 and has held it in 38 quarters since. The position peaked at $22.8M in Q3 2016. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.

  • Raymond James Financial Services Advisors held 118,725 shares of iShares US Real Estate ETF worth $12.1M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 14,384 iShares US Real Estate ETF shares in Q3 2024, an estimated $1.39M.
  • iShares US Real Estate ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #780 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 38 quarters since.
  • Raymond James Financial Services Advisors's iShares US Real Estate ETF position peaked at $22.8M in Q3 2016.
  • 501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.