Tanglewood Wealth Management, Inc. Ishares Tr Transaction History

Tanglewood Wealth Management, Inc.

  • $807 Million
  • Q1 2024

A detailed history of Tanglewood Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 5,020 shares of IYR stock, worth $439,099. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,020
Previous 5,020 -0.0%
Holding current value
$439,099
Previous $458,000 1.53%
% of portfolio
0.06%
Previous 0.06%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024
BUY
$73.28 - $92.46 $144,068 - $181,776
1,966 Added 64.37%
5,020 $458,000
Q3 2023

Oct 31, 2023
SELL
$77.12 - $89.86 $259,971 - $302,918
-3,371 Reduced 52.47%
3,054 $238,000
Q2 2023

Aug 04, 2023
SELL
$80.51 - $86.54 $217,296 - $233,571
-2,699 Reduced 29.58%
6,425 $556,000
Q1 2023

May 01, 2023
BUY
$78.73 - $95.24 $61,960 - $74,953
787 Added 9.44%
9,124 $774,000
Q4 2022

Feb 06, 2023
BUY
$82.26 - $89.17 $106,526 - $115,475
1,295 Added 18.39%
8,337 $701,000
Q3 2022

Nov 02, 2022
SELL
N/A
-410 Reduced 5.5%
7,042 $573,000
Q2 2022

Jul 22, 2022
BUY
N/A
566 Added 8.22%
7,452 $685,000
Q1 2022

May 10, 2022
SELL
N/A
-116 Reduced 1.66%
6,886 $745,000
Q4 2021

Feb 02, 2022
BUY
N/A
20 Added 0.29%
7,002 $813,000
Q3 2021

Nov 10, 2021
BUY
N/A
764 Added 12.29%
6,982 $715,000
Q2 2021

Aug 02, 2021
BUY
N/A
242 Added 4.05%
6,218 $634,000
Q1 2021

Apr 29, 2021
SELL
N/A
-146 Reduced 2.38%
5,976 $549,000
Q4 2020

Feb 05, 2021
SELL
N/A
-35,086 Reduced 85.14%
6,122 $524,000
Q3 2020

Oct 16, 2020
SELL
N/A
-2,700 Reduced 6.15%
41,208 $3.29 Million
Q2 2020

Aug 07, 2020
SELL
N/A
-2,319 Reduced 5.02%
43,908 $3.46 Million
Q1 2020

Apr 24, 2020
BUY
N/A
46,227 New
46,227 $3.22 Million

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

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