Crestwood Advisors Group LLC Ishares Tr Transaction History

Crestwood Advisors Group LLC

  • $4.5 Billion
  • Q1 2024

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 64,259 shares of IAT stock, worth $2.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
64,259
Previous 82,819 22.41%
Holding current value
$2.7 Million
Previous $3.47 Million 19.57%
% of portfolio
0.06%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$39.12 - $43.38 $726,067 - $805,132
-18,560 Reduced 22.41%
64,259 $2.79 Million
Q4 2023

Jan 29, 2024
SELL
$30.98 - $43.2 $185,012 - $257,990
-5,972 Reduced 6.73%
82,819 $3.47 Million
Q3 2023

Nov 15, 2023
BUY
$32.83 - $39.14 $2.92 Million - $3.48 Million
88,791 New
88,791 $2.98 Million

Others Institutions Holding IAT

# of Institutions
170
Shares Held
5.65M
Call Options Held
137K
Put Options Held
103K
View Full List

About ISHARES TR

IAT Quotes by TradingView
  • Ticker IAT
  • Sector ETFs
  • Industry ETFs
More about IAT
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