Peak Asset Management, LLC Ishares Tr Transaction History

Peak Asset Management, LLC

$496 Million
Q1 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	N/A	528 Added 5.59%	9,980 $918,000
Q1 2022 May 12, 2022	BUY	N/A	997 Added 11.79%	9,452 $1.02 Million
Q4 2021 Feb 14, 2022	BUY	N/A	512 Added 6.45%	8,455 $982,000
Q3 2021 Nov 12, 2021	BUY	N/A	1,083 Added 15.79%	7,943 $813,000
Q2 2021 Aug 06, 2021	BUY	N/A	823 Added 13.63%	6,860 $699,000

Q1 2021 May 13, 2021	BUY	N/A	1,126 Added 22.93%	6,037 $555,000
Q4 2020 Feb 12, 2021	BUY	N/A	64 Added 1.32%	4,911 $421,000
Q3 2020 Nov 13, 2020	BUY	N/A	12 Added 0.25%	4,847 $387,000
Q2 2020 Aug 14, 2020	SELL	N/A	-43 Reduced 0.88%	4,835 $381,000
Q1 2020 May 13, 2020	BUY	N/A	322 Added 7.07%	4,878 $339,000
Q4 2019 Feb 14, 2020	BUY	N/A	25 Added 0.55%	4,556 $424,000
Q3 2019 Nov 12, 2019	BUY	N/A	210 Added 4.86%	4,531 $424,000
Q2 2019 Aug 15, 2019	BUY	N/A	397 Added 10.12%	4,321 $377,000
Q1 2019 May 08, 2019	BUY	N/A	133 Added 3.51%	3,924 $342,000
Q4 2018 Feb 15, 2019	BUY	N/A	345 Added 10.01%	3,791 $284,000
Q3 2018 Nov 09, 2018	BUY	N/A	437 Added 14.52%	3,446 $276,000
Q1 2018 May 14, 2018	BUY	N/A	3,009 New	3,009 $227,000

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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