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 $2.3 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

52,557

Previous 58,757 10.55%

Holding current value

$2.3 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

213

Shares Held

6.7M

Call Options Held

154K

Put Options Held

282K

View Full List

About ISHARES TR

Ticker IAT
Sector ETFs
Industry ETFs

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Crestwood Advisors Group LLC Ishares Tr Transaction History