A detailed history of Sargent Bickham Lagudis LLC transactions in Ishares Tr stock. As of the latest transaction made, Sargent Bickham Lagudis LLC holds 349 shares of IYR stock, worth $30,527. This represents 0.0% of its overall portfolio holdings.

Number of Shares
349
Previous 18,086 98.07%
Holding current value
$30,527
Previous $1.47 Million 98.03%
% of portfolio
0.0%
Previous 0.13%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 23, 2023

SELL
$82.26 - $89.17 $1.46 Million - $1.58 Million
-17,737 Reduced 98.07%
349 $0
Q3 2022

Oct 27, 2022

BUY
N/A
11,147 Added 160.64%
18,086 $1.47 Million
Q2 2022

Jul 13, 2022

SELL
N/A
-621 Reduced 8.21%
6,939 $639,000
Q1 2022

Apr 27, 2022

SELL
N/A
-8,810 Reduced 53.82%
7,560 $818,000
Q4 2021

Jan 18, 2022

BUY
N/A
11,112 Added 211.34%
16,370 $1.9 Million
Q3 2021

Nov 05, 2021

SELL
N/A
-4,508 Reduced 46.16%
5,258 $538,000
Q2 2021

Jul 19, 2021

BUY
N/A
9,530 Added 4038.14%
9,766 $996,000
Q1 2020

Sep 07, 2021

SELL
N/A
-114 Reduced 32.57%
236 $16,000
Q4 2019

Sep 14, 2021

BUY
N/A
114 Added 48.31%
350 $33,000
Q2 2019

Sep 13, 2021

SELL
N/A
-7,233 Reduced 96.84%
236 $21,000
Q1 2019

Sep 13, 2021

BUY
N/A
7,233 Added 3064.83%
7,469 $650,000
Q3 2018

Sep 13, 2021

SELL
N/A
-73 Reduced 23.62%
236 $19,000
Q2 2018

Sep 13, 2021

SELL
N/A
-118 Reduced 27.63%
309 $25,000
Q1 2017

Sep 13, 2021

SELL
N/A
-856 Reduced 66.72%
427 $34,000
Q4 2016

Sep 13, 2021

BUY
N/A
2 Added 0.16%
1,283 $99,000
Q3 2016

Sep 13, 2021

BUY
N/A
354 Added 38.19%
1,281 $103,000
Q1 2016

Sep 07, 2021

BUY
N/A
927
927 $72,000

Others Institutions Holding IYR

About ISHARES TR


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

Track Sargent Bickham Lagudis LLC Portfolio

Follow Sargent Bickham Lagudis LLC 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 Sargent Bickham Lagudis LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sargent Bickham Lagudis LLC with notifications on news.