Tanglewood Wealth Management, Inc. Ishares Tr Transaction History

Tanglewood Wealth Management, Inc.

$850 Million
Q1 2025

A detailed history of Tanglewood Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 3,372 shares of IYR stock, worth $315,180. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,372

Previous 3,372 -0.0%

Holding current value

$315,180

Previous $313,000 1.92%

% of portfolio

0.04%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$90.74 - $102.87 $22,594 - $25,614	249 Added 7.97%	3,372 $313,000
Q3 2024 Oct 25, 2024	BUY	$86.93 - $103.61 $21,471 - $25,591	247 Added 8.59%	3,123 $318,000
Q2 2024 Jul 25, 2024	SELL	$81.6 - $89.23 $174,950 - $191,309	-2,144 Reduced 42.71%	2,876 $252,000
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	$76.97 - $89.17 $99,676 - $115,475	1,295 Added 18.39%	8,337 $701,000
Q3 2022 Nov 02, 2022	SELL	$80.64 - $103.19 $33,062 - $42,307	-410 Reduced 5.5%	7,042 $573,000
Q2 2022 Jul 22, 2022	BUY	$86.95 - $112.38 $49,213 - $63,607	566 Added 8.22%	7,452 $685,000
Q1 2022 May 10, 2022	SELL	$99.21 - $115.26 $11,508 - $13,370	-116 Reduced 1.66%	6,886 $745,000
Q4 2021 Feb 02, 2022	BUY	$103.03 - $116.14 $2,060 - $2,322	20 Added 0.29%	7,002 $813,000
Q3 2021 Nov 10, 2021	BUY	$102.34 - $111.27 $78,187 - $85,010	764 Added 12.29%	6,982 $715,000
Q2 2021 Aug 02, 2021	BUY	$93.58 - $104.97 $22,646 - $25,402	242 Added 4.05%	6,218 $634,000
Q1 2021 Apr 29, 2021	SELL	$82.27 - $92.74 $12,011 - $13,540	-146 Reduced 2.38%	5,976 $549,000
Q4 2020 Feb 05, 2021	SELL	$76.87 - $86.71 $2.7 Million - $3.04 Million	-35,086 Reduced 85.14%	6,122 $524,000
Q3 2020 Oct 16, 2020	SELL	$76.71 - $84.15 $207,116 - $227,205	-2,700 Reduced 6.15%	41,208 $3.29 Million
Q2 2020 Aug 07, 2020	SELL	$64.24 - $86.82 $148,972 - $201,335	-2,319 Reduced 5.02%	43,908 $3.46 Million
Q1 2020 Apr 24, 2020	BUY	$57.84 - $100.28 $2.67 Million - $4.64 Million	46,227 New	46,227 $3.22 Million

Others Institutions Holding IYR

# of Institutions

613

Shares Held

56.9M

Call Options Held

8.93M

Put Options Held

12.5M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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Tanglewood Wealth Management, Inc. Ishares Tr Transaction History