A detailed history of Silver Oak Securities, Inc transactions in Ishares Tr stock. As of the latest transaction made, Silver Oak Securities, Inc holds 13,167 shares of IYR stock, worth $1.15 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
13,167
Previous 16,952 22.33%
Holding current value
$1.15 Million
Previous $1.55 Million 23.63%
% of portfolio
0.19%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$85.32 - $92.22 $322,936 - $349,052
-3,785 Reduced 22.33%
13,167 $1.18 Million
Q4 2023

Feb 05, 2024

BUY
$73.28 - $92.46 $611,448 - $771,486
8,344 Added 96.93%
16,952 $1.55 Million
Q3 2023

Nov 20, 2023

SELL
$77.12 - $89.86 $288,505 - $336,166
-3,741 Reduced 30.29%
8,608 $672,000
Q2 2023

Aug 02, 2023

BUY
$80.51 - $86.54 $73,747 - $79,270
916 Added 8.01%
12,349 $1.07 Million
Q1 2023

May 05, 2023

BUY
$78.73 - $95.24 $14,328 - $17,333
182 Added 1.62%
11,433 $971,000
Q4 2022

Feb 02, 2023

BUY
$82.26 - $89.17 $925,507 - $1 Million
11,251 New
11,251 $947,000
Q3 2022

Oct 23, 2023

SELL
N/A
-3,741 Reduced 30.29%
8,608 $0
Q2 2022

Aug 15, 2022

SELL
N/A
-633 Reduced 5.24%
11,439 $1.09 Million
Q1 2022

May 10, 2022

BUY
N/A
12,072 New
12,072 $1.33 Million

Others Institutions Holding IYR

About ISHARES TR


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

Track Silver Oak Securities, Inc Portfolio

Follow Silver Oak Securities, Inc 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 Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.