Crestwood Advisors Group LLC Ishares Tr Transaction History

Crestwood Advisors Group LLC

$5.07 Billion
Q1 2025

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 52,557 shares of IAT stock, worth $2.47 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

52,557

Previous 58,757 10.55%

Holding current value

$2.47 Million

Previous $2.96 Million 17.2%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$44.84 - $53.56 $278,008 - $332,072	-6,200 Reduced 10.55%	52,557 $2.45 Million
Q4 2024 Feb 04, 2025	SELL	$46.07 - $56.9 $30,360 - $37,497	-659 Reduced 1.11%	58,757 $2.96 Million
Q3 2024 Oct 30, 2024	SELL	$40.8 - $48.93 $32,639 - $39,144	-800 Reduced 1.33%	59,416 $2.82 Million
Q2 2024 Aug 01, 2024	SELL	$39.17 - $43.65 $158,364 - $176,476	-4,043 Reduced 6.29%	60,216 $2.5 Million
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

206

Shares Held

7.05M

Call Options Held

38K

Put Options Held

53.7K

View Full List

About ISHARES TR

Ticker IAT
Sector ETFs
Industry ETFs

More about IAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Account

Crestwood Advisors Group LLC Ishares Tr Transaction History