A detailed history of Sound Income Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sound Income Strategies, LLC holds 6,636 shares of IYR stock, worth $656,366. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,636
Previous 6,662 0.39%
Holding current value
$656,366
Previous $584,000 15.75%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$86.93 - $103.61 $2,260 - $2,693
-26 Reduced 0.39%
6,636 $676,000
Q2 2024

Jul 12, 2024

BUY
$81.6 - $89.23 $121,175 - $132,506
1,485 Added 28.68%
6,662 $584,000
Q1 2024

Apr 15, 2024

BUY
$85.32 - $92.22 $441,701 - $477,422
5,177 New
5,177 $465,000
Q1 2023

Apr 10, 2023

BUY
$78.73 - $95.24 $2,283 - $2,761
29 Added 44.62%
94 $7,000
Q2 2022

Jul 11, 2022

BUY
$86.95 - $112.38 $5,651 - $7,304
65 New
65 $6,000

Others Institutions Holding IYR

About ISHARES TR


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

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, 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 Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.