Adapt Wealth Advisors, LLC Ishares Tr Transaction History

Adapt Wealth Advisors, LLC

  • $205 Billion
  • Q1 2025

A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 62,104 shares of IAK stock, worth $8.22 Million. This represents 4.17% of its overall portfolio holdings.

Number of Shares
62,104
Previous 57,384 8.23%
Holding current value
$8.22 Million
Previous $7.26 Billion 17.93%
% of portfolio
4.17%
Previous 3.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$121.85 - $137.9 $575,132 - $650,888
4,720 Added 8.23%
62,104 $8.56 Billion
Q4 2024

Feb 14, 2025
BUY
$123.78 - $138.16 $2.28 Million - $2.54 Million
18,401 Added 47.2%
57,384 $7.26 Billion
Q3 2024

Nov 12, 2024
BUY
$112.0 - $130.47 $2.29 Million - $2.67 Million
20,431 Added 110.13%
38,983 $5.03 Billion
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
177
Shares Held
3.88M
Call Options Held
4.4K
Put Options Held
1.7K
View Full List

About ISHARES TR

IAK Quotes by TradingView
  • Ticker IAK
  • Sector ETFs
  • Industry ETFs
More about IAK
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