A detailed history of Courage Miller Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Courage Miller Partners, LLC holds 6,354 shares of IYR stock, worth $617,608. This represents 0.22% of its overall portfolio holdings.

Number of Shares
6,354
Previous 6,497 2.2%
Holding current value
$617,608
Previous $570,000 13.51%
% of portfolio
0.22%
Previous 0.21%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$86.93 - $103.61 $12,430 - $14,816
-143 Reduced 2.2%
6,354 $647,000
Q2 2024

Jul 25, 2024

BUY
$81.6 - $89.23 $652 - $713
8 Added 0.12%
6,497 $570,000
Q1 2024

Apr 15, 2024

SELL
$85.32 - $92.22 $11,774 - $12,726
-138 Reduced 2.08%
6,489 $583,000
Q4 2023

Jan 19, 2024

SELL
$73.28 - $92.46 $66,904 - $84,415
-913 Reduced 12.11%
6,627 $605,000
Q3 2023

Oct 13, 2023

BUY
$77.12 - $89.86 $21,053 - $24,531
273 Added 3.76%
7,540 $589,000
Q2 2023

Jul 20, 2023

BUY
$80.51 - $86.54 $7,728 - $8,307
96 Added 1.34%
7,267 $628,000
Q1 2023

Apr 21, 2023

BUY
$78.73 - $95.24 $20,312 - $24,571
258 Added 3.73%
7,171 $608,000
Q4 2022

Jan 27, 2023

BUY
$76.97 - $89.17 $85,744 - $99,335
1,114 Added 19.21%
6,913 $582,000
Q3 2022

Oct 18, 2022

BUY
$80.64 - $103.19 $1,128 - $1,444
14 Added 0.24%
5,799 $472,000
Q2 2022

Jul 18, 2022

BUY
$86.95 - $112.38 $1,565 - $2,022
18 Added 0.31%
5,785 $532,000
Q1 2022

May 06, 2022

BUY
$99.21 - $115.26 $5,456 - $6,339
55 Added 0.96%
5,767 $624,000
Q4 2021

Jan 19, 2022

SELL
$103.03 - $116.14 $20,709 - $23,344
-201 Reduced 3.4%
5,712 $663,000
Q3 2021

Nov 05, 2021

SELL
$102.34 - $111.27 $83,100 - $90,351
-812 Reduced 12.07%
5,913 $605,000
Q2 2021

Jul 28, 2021

BUY
$93.58 - $104.97 $38,461 - $43,142
411 Added 6.51%
6,725 $686,000
Q1 2021

Apr 26, 2021

SELL
$82.27 - $92.74 $11,353 - $12,798
-138 Reduced 2.14%
6,314 $580,000
Q4 2020

Jan 28, 2021

BUY
$76.87 - $86.71 $65,493 - $73,876
852 Added 15.21%
6,452 $553,000
Q3 2020

Oct 27, 2020

BUY
$76.71 - $84.15 $76 - $84
1 Added 0.02%
5,600 $441,000
Q2 2020

Jul 23, 2020

BUY
$64.24 - $86.82 $16,316 - $22,052
254 Added 4.75%
5,599 $441,000
Q1 2020

Apr 14, 2020

SELL
$57.84 - $100.28 $17,872 - $30,986
-309 Reduced 5.47%
5,345 $371,000
Q4 2019

Jan 15, 2020

BUY
$89.52 - $95.36 $895 - $953
10 Added 0.18%
5,654 $526,000
Q3 2019

Oct 21, 2019

SELL
$91.54 - $93.76 $32,954 - $33,753
-360 Reduced 6.0%
5,644 $528,000
Q2 2019

Jul 30, 2019

BUY
N/A
25 Added 0.42%
6,004 $524,000
Q1 2019

May 01, 2019

BUY
N/A
5 Added 0.08%
5,979 $520,000
Q4 2018

Jan 25, 2019

BUY
N/A
226 Added 3.93%
5,974 $447,000
Q3 2018

Nov 06, 2018

BUY
N/A
2 Added 0.03%
5,748 $460,000
Q2 2018

Jul 30, 2018

BUY
N/A
100 Added 1.77%
5,746 $463,000
Q1 2018

Apr 27, 2018

BUY
N/A
595 Added 11.78%
5,646 $426,000
Q4 2017

Jan 19, 2018

BUY
N/A
190 Added 3.91%
5,051 $409,000
Q3 2017

Oct 24, 2017

BUY
N/A
4,861
4,861 $388,000

Others Institutions Holding IYR

About ISHARES TR


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