Belpointe Asset Management LLC Ishares Tr Transaction History

Belpointe Asset Management LLC

$2.32 Billion
Q3 2025

A detailed history of Belpointe Asset Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Belpointe Asset Management LLC holds 5,816 shares of IAK stock, worth $777,192. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,816

Previous 5,041 15.37%

Holding current value

$777,192

Previous $677,000 15.07%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$126.37 - $134.46 $97,936 - $104,206	775 Added 15.37%	5,816 $779,000
Q2 2025 Jul 22, 2025	BUY	$122.44 - $138.47 $44,935 - $50,818	367 Added 7.85%	5,041 $677,000
Q1 2025 May 20, 2025	BUY	$121.85 - $137.9 $184,480 - $208,780	1,514 Added 47.91%	4,674 $644,000
Q4 2024 Feb 13, 2025	SELL	$123.78 - $138.16 $26,365 - $29,428	-213 Reduced 6.31%	3,160 $399,000
Q3 2024 Nov 12, 2024	BUY	$112.0 - $130.47 $45,024 - $52,448	402 Added 13.53%	3,373 $435,000

Q2 2024 Aug 02, 2024	SELL	$109.54 - $117.86 $170,115 - $183,036	-1,553 Reduced 34.33%	2,971 $335,000
Q1 2024 May 08, 2024	BUY	$101.06 - $117.39 $457,195 - $531,072	4,524 New	4,524 $531,000
Q1 2023 May 15, 2023	SELL	$81.37 - $95.04 $73,151 - $85,440	-899 Reduced 53.8%	772 $66,000
Q4 2022 Feb 08, 2023	BUY	$81.32 - $94.36 $135,885 - $157,675	1,671 New	1,671 $152,000

Others Institutions Holding IAK

# of Institutions

178

Shares Held

3.71M

Call Options Held

400

Put Options Held

400

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About ISHARES TR

Ticker IAK
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Belpointe Asset Management LLC Ishares Tr Transaction History