Elevate Capital Advisors, LLC Ishares Tr Transaction History

Elevate Capital Advisors, LLC

$125 Billion
Q2 2025

A detailed history of Elevate Capital Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Elevate Capital Advisors, LLC holds 5,125 shares of IAK stock, worth $696,795. This represents 0.55% of its overall portfolio holdings.

Number of Shares

5,125

Holding current value

$696,795

% of portfolio

0.55%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 21, 2025	BUY	$122.44 - $138.47 $627,505 - $709,658	5,125 New	5,125 $689 Million

Others Institutions Holding IAK

# of Institutions

184

Shares Held

3.98M

Call Options Held

200

Put Options Held

Morgan Stanley New York, NY

310K
Shares

$42.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

227K
Shares

$30.9 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

219K
Shares

$29.8 Million
0.08% of portfolio
Miracle Mile Advisors, LLC

219K
Shares

$29.8 Million
0.52% of portfolio
Lpl Financial LLC Fort Mill, SC

185K
Shares

$25.2 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IAK
Sector ETFs
Industry ETFs

More about IAK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Capital Advisors, LLC with notifications on news.

Account

Elevate Capital Advisors, LLC Ishares Tr Transaction History