Beacon Harbor Wealth Advisors, Inc. Ishares Tr Transaction History

Beacon Harbor Wealth Advisors, Inc.

  • $422 Million
  • Q1 2025

A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 86,768 shares of IAK stock, worth $11.8 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares
86,768
Holding current value
$11.8 Million
% of portfolio
2.84%

Shares

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

May 09, 2025
BUY
$121.85 - $137.9 $10.6 Million - $12 Million
86,768 New
86,768 $12 Million
Q2 2022

Aug 04, 2022
BUY
$79.16 - $92.57 $99,029 - $115,805
1,251 Added 1.18%
107,148 $8.89 Million
Q1 2022

May 05, 2022
BUY
$82.05 - $92.52 $8.69 Million - $9.8 Million
105,897 New
105,897 $9.66 Million

Others Institutions Holding IAK

# of Institutions
180
Shares Held
3.84M
Call Options Held
2.2K
Put Options Held
2K
View Full List

About ISHARES TR

IAK Quotes by TradingView
  • Ticker IAK
  • Sector ETFs
  • Industry ETFs
More about IAK
Track This Portfolio

Track Beacon Harbor Wealth Advisors, Inc. Portfolio

Follow Beacon Harbor Wealth Advisors, 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 Beacon Harbor Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beacon Harbor Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email