A detailed history of Sterling Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Sterling Investment Advisors LLC holds 8,968 shares of IYR stock, worth $892,585. This represents 0.52% of its overall portfolio holdings.

Number of Shares
8,968
Previous 9,621 6.79%
Holding current value
$892,585
Previous $844,000 8.18%
% of portfolio
0.52%
Previous 0.52%

Shares

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

Oct 21, 2024

SELL
$86.93 - $103.61 $56,765 - $67,657
-653 Reduced 6.79%
8,968 $913,000
Q2 2024

Jul 10, 2024

SELL
$81.6 - $89.23 $39,168 - $42,830
-480 Reduced 4.75%
9,621 $844,000
Q1 2024

Apr 11, 2024

BUY
$85.32 - $92.22 $48,632 - $52,565
570 Added 5.98%
10,101 $908,000
Q4 2023

Jan 17, 2024

SELL
$73.28 - $92.46 $191,260 - $241,320
-2,610 Reduced 21.5%
9,531 $871,000
Q3 2023

Oct 26, 2023

BUY
$77.12 - $89.86 $4,781 - $5,571
62 Added 0.51%
12,141 $948,000
Q2 2023

Jul 28, 2023

BUY
$80.51 - $86.54 $1,851 - $1,990
23 Added 0.19%
12,079 $1.05 Million
Q1 2023

Apr 17, 2023

BUY
$78.73 - $95.24 $157 - $190
2 Added 0.02%
12,056 $1.02 Million
Q4 2022

Jan 26, 2023

BUY
$76.97 - $89.17 $102,062 - $118,239
1,326 Added 12.36%
12,054 $0
Q3 2022

Oct 25, 2022

BUY
$80.64 - $103.19 $17,821 - $22,804
221 Added 2.1%
10,728 $874,000
Q2 2022

Jul 27, 2022

SELL
$86.95 - $112.38 $23,476 - $30,342
-270 Reduced 2.51%
10,507 $966,000
Q1 2022

Apr 14, 2022

SELL
$99.21 - $115.26 $34,822 - $40,456
-351 Reduced 3.15%
10,777 $1.17 Million
Q4 2021

Jan 25, 2022

BUY
$103.03 - $116.14 $17,102 - $19,279
166 Added 1.51%
11,128 $1.29 Million
Q3 2021

Oct 18, 2021

BUY
$102.34 - $111.27 $28,859 - $31,378
282 Added 2.64%
10,962 $1.12 Million
Q2 2021

Jul 28, 2021

SELL
$93.58 - $104.97 $908,100 - $1.02 Million
-9,704 Reduced 47.61%
10,680 $1.09 Million
Q1 2021

Apr 19, 2021

BUY
$82.27 - $92.74 $101,850 - $114,812
1,238 Added 6.47%
20,384 $1.87 Million
Q4 2020

Jan 27, 2021

BUY
$76.87 - $86.71 $115,612 - $130,411
1,504 Added 8.53%
19,146 $1.64 Million
Q3 2020

Oct 14, 2020

BUY
$76.71 - $84.15 $17,566 - $19,270
229 Added 1.32%
17,642 $1.41 Million
Q2 2020

Jul 13, 2020

SELL
$64.24 - $86.82 $663,984 - $897,371
-10,336 Reduced 37.25%
17,413 $1.37 Million
Q1 2020

Apr 22, 2020

SELL
$57.84 - $100.28 $31,812 - $55,154
-550 Reduced 1.94%
27,749 $1.93 Million
Q4 2019

Feb 14, 2020

BUY
$89.52 - $95.36 $14,054 - $14,971
157 Added 0.56%
28,299 $2.63 Million
Q3 2019

Oct 16, 2019

SELL
$91.54 - $93.76 $82,386 - $84,384
-900 Reduced 3.1%
28,142 $2.63 Million
Q2 2019

Jul 19, 2019

SELL
N/A
-729 Reduced 2.45%
29,042 $2.54 Million
Q1 2019

Apr 10, 2019

BUY
N/A
81 Added 0.27%
29,771 $2.59 Million
Q4 2018

Jan 30, 2019

SELL
N/A
-1,673 Reduced 5.33%
29,690 $2.23 Million
Q3 2018

Oct 11, 2018

SELL
N/A
-504 Reduced 1.58%
31,363 $2.51 Million
Q2 2018

Jul 13, 2018

SELL
N/A
-1,294 Reduced 3.9%
31,867 $2.57 Million
Q1 2018

Apr 24, 2018

BUY
N/A
1,747 Added 5.56%
33,161 $2.5 Million
Q4 2017

Jan 26, 2018

BUY
N/A
62 Added 0.2%
31,414 $2.55 Million
Q3 2017

Oct 20, 2017

BUY
N/A
659 Added 2.15%
31,352 $2.5 Million
Q3 2017

Oct 12, 2017

BUY
N/A
30,693
30,693 $2.45 Million

Others Institutions Holding IYR

About ISHARES TR


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