A detailed history of Caldwell Trust CO transactions in Ishares Tr stock. As of the latest transaction made, Caldwell Trust CO holds 305 shares of IAT stock, worth $15,344. This represents 0.0% of its overall portfolio holdings.

Number of Shares
305
Previous 305 -0.0%
Holding current value
$15,344
Previous $15.1 Million 6.01%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025

BUY
$39.71 - $49.55 $12,111 - $15,112
305 New
305 $15.1 Million
Q1 2025

Sep 23, 2025

BUY
$44.84 - $53.56 $12,106 - $14,461
270 Added 88.52%
575 $26.8 Million
Q1 2024

Sep 24, 2025

BUY
$39.12 - $43.38 $10,562 - $11,712
270 Added 88.52%
575 $24.9 Million
Q1 2023

Oct 01, 2025

BUY
$33.67 - $53.61 $9,090 - $14,474
270 Added 88.52%
575 $20.6 Million
Q3 2022

Oct 01, 2025

BUY
$47.63 - $56.65 $18,480 - $21,980
388 Added 127.21%
693 $33.1 Million
Q1 2022

Oct 01, 2025

BUY
$57.43 - $69.28 $22,282 - $26,880
388 Added 127.21%
693 $40.8 Million
Q1 2021

Oct 02, 2025

BUY
$45.07 - $59.28 $40,472 - $53,233
898 Added 294.43%
1,203 $68.2 Million
Q4 2020

Oct 02, 2025

BUY
$32.9 - $45.34 $2,730 - $3,763
83 Added 27.21%
388 $17.6 Million
Q3 2020

Oct 02, 2025

SELL
$30.74 - $36.23 $20,165 - $23,766
-656 Reduced 62.84%
388 $12.7 Million
Q1 2020

Oct 02, 2025

BUY
$24.93 - $51.12 $18,423 - $37,777
739 Added 242.3%
1,044 $30.2 Million
Q4 2019

Oct 06, 2025

BUY
$44.26 - $51.57 $53,200 - $61,987
1,202 Added 394.1%
1,507 $76.8 Million

Others Institutions Holding IAT

About ISHARES TR


  • Ticker IAT
  • Sector ETFs
  • Industry ETFs
More about IAT
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