A detailed history of American Financial & Tax Strategies Inc transactions in Ishares stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 12,654 shares of ICLN stock, worth $152,733. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,654
Previous 12,245 3.34%
Holding current value
$152,733
Previous $163,000 13.5%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 28, 2024

BUY
$13.26 - $14.77 $5,423 - $6,040
409 Added 3.34%
12,654 $185,000
Q2 2024

Aug 08, 2024

BUY
$13.02 - $15.08 $755 - $874
58 Added 0.48%
12,245 $163,000
Q1 2024

Aug 02, 2024

BUY
$13.42 - $15.39 $163,549 - $187,557
12,187 New
12,187 $170,000
Q4 2023

Aug 06, 2024

SELL
$12.86 - $15.73 $17,052 - $20,857
-1,326 Reduced 10.88%
10,861 $169 Million

Others Institutions Holding ICLN

About ISHARES


  • Ticker ICLN
  • Sector ETFs
  • Industry ETFs
More about ICLN
Track This Portfolio

Track American Financial & Tax Strategies Inc Portfolio

Follow American Financial & Tax Strategies Inc 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 American Financial & Tax Strategies Inc, based on Form 13F filings with the SEC.

News

Stay updated on American Financial & Tax Strategies Inc with notifications on news.