Courage Miller Partners, LLC Ishares Tr Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

A detailed history of Courage Miller Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Courage Miller Partners, LLC holds 6,413 shares of IYR stock, worth $602,565. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,413

Previous 6,354 0.93%

Holding current value

$602,565

Previous $647,000 7.88%

% of portfolio

0.2%

Previous 0.22%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$90.74 - $102.87 $5,353 - $6,069	59 Added 0.93%	6,413 $596,000
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

# of Institutions

597

Shares Held

56.9M

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 Courage Miller Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Courage Miller Partners, LLC with notifications on news.

Account

Courage Miller Partners, LLC Ishares Tr Transaction History