Delos Wealth Advisors, LLC Ishares Tr Transaction History

Delos Wealth Advisors, LLC

  • $116 Million
  • Q4 2024

A detailed history of Delos Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 7,672 shares of IAK stock, worth $1.02 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
7,672
Previous 5,432 41.24%
Holding current value
$1.02 Million
Previous $700,000 38.57%
% of portfolio
0.84%
Previous 0.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
177
Shares Held
3.87M
Call Options Held
2.2K
Put Options Held
2K
View Full List

About ISHARES TR

IAK Quotes by TradingView
  • Ticker IAK
  • Sector ETFs
  • Industry ETFs
More about IAK
Track This Portfolio

Track Delos Wealth Advisors, LLC Portfolio

Follow Delos Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Delos Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email