A detailed history of Colorado Capital Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Colorado Capital Management, Inc. holds 3,103 shares of IYR stock, worth $271,419. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,103
Previous 3,103 -0.0%
Holding current value
$271,419
Previous $284,000 1.76%
% of portfolio
0.16%
Previous 0.19%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023

SELL
$78.73 - $95.24 $14,565 - $17,619
-185 Reduced 5.63%
3,103 $263,000
Q3 2022

Oct 18, 2022

SELL
N/A
-70 Reduced 2.08%
3,288 $267,000
Q4 2021

Jan 28, 2022

SELL
N/A
-255 Reduced 7.06%
3,358 $392,000
Q3 2021

Oct 29, 2021

SELL
N/A
-681 Reduced 15.86%
3,613 $369,000
Q2 2021

Jul 29, 2021

SELL
N/A
-12 Reduced 0.28%
4,294 $437,000
Q1 2021

Apr 21, 2021

SELL
N/A
-130 Reduced 2.93%
4,306 $395,000
Q2 2020

Jul 21, 2020

SELL
N/A
-236 Reduced 5.05%
4,436 $348,000
Q1 2020

May 08, 2020

SELL
N/A
-411 Reduced 8.09%
4,672 $325,000
Q4 2019

Jan 23, 2020

SELL
N/A
-46 Reduced 0.9%
5,083 $473,000
Q3 2019

Oct 18, 2019

SELL
N/A
-531 Reduced 9.38%
5,129 $479,000
Q2 2019

Jul 12, 2019

SELL
N/A
-87 Reduced 1.51%
5,660 $494,000
Q4 2018

Jan 16, 2019

SELL
N/A
-299 Reduced 4.95%
5,747 $430,000
Q3 2018

Oct 22, 2018

SELL
N/A
-599 Reduced 9.01%
6,046 $483,000
Q2 2018

Jul 23, 2018

SELL
N/A
-27 Reduced 0.4%
6,645 $535,000
Q1 2018

Apr 20, 2018

BUY
N/A
12 Added 0.18%
6,672 $503,000
Q4 2017

Jan 12, 2018

SELL
N/A
-109 Reduced 1.61%
6,660 $539,000
Q3 2017

Oct 18, 2017

BUY
N/A
6,769
6,769 $540,000

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Colorado Capital Management, Inc. Portfolio

Follow Colorado Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Colorado Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Colorado Capital Management, Inc. with notifications on news.