Delos Wealth Advisors, LLC Ishares Tr Transaction History

Delos Wealth Advisors, LLC

  • $119 Million
  • Q2 2025

A detailed history of Delos Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 6,999 shares of IAK stock, worth $909,590. This represents 0.79% of its overall portfolio holdings.

Number of Shares
6,999
Previous 7,700 9.1%
Holding current value
$909,590
Previous $1.06 Million 11.31%
% of portfolio
0.79%
Previous 0.92%

Shares

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

Aug 19, 2025
SELL
$122.44 - $138.47 $85,830 - $97,067
-701 Reduced 9.1%
6,999 $941,000
Q1 2025

May 12, 2025
BUY
$121.85 - $137.9 $3,411 - $3,861
28 Added 0.36%
7,700 $1.06 Million
Q4 2024

Feb 12, 2025
BUY
$123.78 - $138.16 $277,267 - $309,478
2,240 Added 41.24%
7,672 $970,000
Q3 2024

Nov 15, 2024
BUY
$112.0 - $130.47 $163,856 - $190,877
1,463 Added 36.86%
5,432 $700,000
Q2 2024

Aug 13, 2024
BUY
$109.54 - $117.86 $434,764 - $467,786
3,969 New
3,969 $448,000

Others Institutions Holding IAK

# of Institutions
184
Shares Held
4.03M
Call Options Held
400
Put Options Held
400
View Full List

About ISHARES TR

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