Blue Sky Wealth Advisors, LLC Ishares Tr Transaction History

Blue Sky Wealth Advisors, LLC

$642 Million
Q3 2024

A detailed history of Blue Sky Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 14,877 shares of IYR stock, worth $1.45 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

14,877

Previous 14,982 0.7%

Holding current value

$1.45 Million

Previous $1.31 Million 15.3%

% of portfolio

0.24%

Previous 0.22%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$86.93 - $103.61 $9,127 - $10,879	-105 Reduced 0.7%	14,877 $1.52 Million
Q2 2024 Jul 17, 2024	SELL	$81.6 - $89.23 $47,164 - $51,574	-578 Reduced 3.71%	14,982 $1.31 Million
Q1 2024 Apr 12, 2024	SELL	$85.32 - $92.22 $1,023 - $1,106	-12 Reduced 0.08%	15,560 $1.4 Million
Q4 2023 Feb 12, 2024	SELL	$73.28 - $92.46 $16,414 - $20,711	-224 Reduced 1.42%	15,572 $1.42 Million
Q3 2023 Oct 17, 2023	SELL	$77.12 - $89.86 $5,089 - $5,930	-66 Reduced 0.42%	15,796 $1.23 Million
Q2 2023 Jul 27, 2023	SELL	$80.51 - $86.54 $74,874 - $80,482	-930 Reduced 5.54%	15,862 $1.37 Million
Q1 2023 May 09, 2023	SELL	$78.73 - $95.24 $36,609 - $44,286	-465 Reduced 2.69%	16,792 $1.43 Million
Q4 2022 Feb 01, 2023	SELL	$76.97 - $89.17 $75,584 - $87,564	-982 Reduced 5.38%	17,257 $1.45 Million
Q3 2022 Nov 03, 2022	SELL	$80.64 - $103.19 $155,151 - $198,537	-1,924 Reduced 9.54%	18,239 $1.49 Million
Q2 2022 Aug 02, 2022	SELL	$86.95 - $112.38 $388,666 - $502,338	-4,470 Reduced 18.15%	20,163 $1.86 Million
Q1 2022 Apr 26, 2022	SELL	$99.21 - $115.26 $45,735 - $53,134	-461 Reduced 1.84%	24,633 $2.67 Million
Q4 2021 Jan 25, 2022	SELL	$103.03 - $116.14 $15.5 Million - $17.5 Million	-150,564 Reduced 85.71%	25,094 $2.91 Million
Q4 2021 Jan 13, 2022	BUY	$103.03 - $116.14 $15.2 Million - $17.1 Million	147,372 Added 521.01%	175,658 $20.4 Million
Q3 2021 Oct 15, 2021	SELL	$102.34 - $111.27 $92,003 - $100,031	-899 Reduced 3.08%	28,286 $2.9 Million
Q2 2021 Jul 27, 2021	SELL	$93.58 - $104.97 $14,972 - $16,795	-160 Reduced 0.55%	29,185 $3.08 Million
Q4 2020 Feb 03, 2021	SELL	$76.87 - $86.71 $19,909 - $22,457	-259 Reduced 0.87%	29,345 $2.51 Million
Q3 2020 Oct 16, 2020	SELL	$76.71 - $84.15 $110,462 - $121,176	-1,440 Reduced 4.64%	29,604 $2.45 Million
Q2 2020 Jul 14, 2020	SELL	$64.24 - $86.82 $233,383 - $315,417	-3,633 Reduced 10.48%	31,044 $2.45 Million
Q1 2020 Apr 21, 2020	BUY	$57.84 - $100.28 $38,232 - $66,285	661 Added 1.94%	34,677 $2.41 Million
Q4 2019 Feb 12, 2020	SELL	$89.52 - $95.36 $48,251 - $51,399	-539 Reduced 1.56%	34,016 $3.13 Million
Q3 2019 Oct 15, 2019	SELL	$91.54 - $93.76 $214,844 - $220,054	-2,347 Reduced 6.36%	34,555 $3.22 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-948 Reduced 2.5%	36,902 $3.22 Million
Q1 2019 May 08, 2019	SELL	N/A	-40 Reduced 0.11%	37,850 $3.29 Million
Q4 2018 Feb 01, 2019	SELL	N/A	-1,692 Reduced 4.27%	37,890 $3.01 Million
Q3 2018 Oct 11, 2018	BUY	N/A	1,414 Added 3.7%	39,582 $3.13 Million
Q2 2018 Jul 17, 2018	SELL	N/A	-191 Reduced 0.5%	38,168 $3.08 Million
Q1 2018 Apr 24, 2018	SELL	N/A	-1,563 Reduced 3.92%	38,359 $2.9 Million
Q4 2017 Feb 02, 2018	BUY	N/A	261 Added 0.66%	39,922 $3.23 Million
Q3 2017 Oct 12, 2017	BUY	N/A	39,661	39,661 $3.17 Million

Others Institutions Holding IYR

# of Institutions

595

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Sky Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Sky Wealth Advisors, LLC with notifications on news.

Account

Blue Sky Wealth Advisors, LLC Ishares Tr Transaction History