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 $364,716. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,908

Previous 7,032 12.46%

Holding current value

$364,716

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

215

Shares Held

6.72M

Call Options Held

154K

Put Options Held

282K

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About ISHARES TR

Ticker IAT
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Aveo Capital Partners, LLC Ishares Tr Transaction History