Adapt Wealth Advisors, LLC Ishares Tr Transaction History

Adapt Wealth Advisors, LLC

$160 Billion
Q2 2024

A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 18,552 shares of IAK stock, worth $2.4 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

18,552

Holding current value

$2.4 Million

% of portfolio

1.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$109.54 - $117.86 $2.03 Million - $2.19 Million	18,552 New	18,552 $2.09 Billion

Others Institutions Holding IAK

# of Institutions

139

Shares Held

3.55M

Call Options Held

500

Put Options Held

1.1K

Morgan Stanley New York, NY

424K
Shares

$54.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

224K
Shares

$29 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

215K
Shares

$27.9 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

190K
Shares

$24.6 Million
0.01% of portfolio
Spc Financial, Inc.

179K
Shares

$23.1 Million
1.87% of portfolio

View Full List

About ISHARES TR

Ticker IAK
Sector ETFs
Industry ETFs

More about IAK

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Adapt Wealth Advisors, LLC Ishares Tr Transaction History