A detailed history of Cozad Asset Management Inc transactions in Ishares Tr stock. As of the latest transaction made, Cozad Asset Management Inc holds 3,260 shares of IYR stock, worth $316,872. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,260
Previous 3,260 -0.0%
Holding current value
$316,872
Previous $286,000 16.08%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$81.6 - $89.23 $41,289 - $45,150
-506 Reduced 13.44%
3,260 $286,000
Q2 2023

Jul 26, 2023

BUY
$80.51 - $86.54 $9,258 - $9,952
115 Added 3.15%
3,766 $325,000
Q3 2022

Nov 07, 2022

BUY
$80.64 - $103.19 $9,676 - $12,382
120 Added 3.4%
3,651 $297,000
Q1 2022

Apr 29, 2022

BUY
$99.21 - $115.26 $26,885 - $31,235
271 Added 8.31%
3,531 $382,000
Q3 2020

Oct 28, 2020

SELL
$76.71 - $84.15 $9,205 - $10,098
-120 Reduced 3.55%
3,260 $260,000
Q1 2020

May 07, 2020

SELL
$57.84 - $100.28 $39,331 - $68,190
-680 Reduced 16.75%
3,380 $235,000
Q2 2019

Aug 13, 2019

BUY
N/A
40 Added 1.0%
4,060 $354,000
Q2 2018

Aug 15, 2018

BUY
N/A
4,020 New
4,020 $324,000

Others Institutions Holding IYR

About ISHARES TR


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