Aveo Capital Partners, LLC Ishares Tr Transaction History

Aveo Capital Partners, LLC

$856 Million
Q4 2024

A detailed history of Aveo Capital Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 7,908 shares of IAT stock, worth $404,810. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,908

Previous 7,032 12.46%

Holding current value

$404,810

Previous $334,000 19.16%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$46.07 - $56.9 $40,357 - $49,844	876 Added 12.46%	7,908 $398,000
Q3 2024 Nov 12, 2024	SELL	$40.8 - $48.93 $7,058 - $8,464	-173 Reduced 2.4%	7,032 $334,000
Q2 2024 Aug 02, 2024	SELL	$39.17 - $43.65 $79,280 - $88,347	-2,024 Reduced 21.93%	7,205 $298,000
Q1 2024 May 06, 2024	SELL	$39.12 - $43.38 $1.29 Million - $1.43 Million	-32,964 Reduced 78.13%	9,229 $400,000
Q4 2023 Feb 06, 2024	BUY	$30.98 - $43.2 $263,206 - $367,027	8,496 Added 25.21%	42,193 $1.77 Million
Q3 2023 Nov 06, 2023	SELL	$32.83 - $39.14 $52,528 - $62,624	-1,600 Reduced 4.53%	33,697 $1.13 Million
Q2 2023 Aug 08, 2023	BUY	$29.75 - $36.65 $661,550 - $814,986	22,237 Added 170.27%	35,297 $1.19 Million
Q1 2023 May 03, 2023	BUY	$33.67 - $53.61 $439,730 - $700,146	13,060 New	13,060 $467,000

Others Institutions Holding IAT

# of Institutions

214

Shares Held

6.71M

Call Options Held

154K

Put Options Held

282K

View Full List

About ISHARES TR

Ticker IAT
Sector ETFs
Industry ETFs

More about IAT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Aveo Capital Partners, LLC with notifications on news.

Account

Aveo Capital Partners, LLC Ishares Tr Transaction History