Fiduciary Planning LLC Ishares Tr Transaction History

Fiduciary Planning LLC

  • $212 Million
  • Q1 2024

A detailed history of Fiduciary Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Fiduciary Planning LLC holds 44,172 shares of IAK stock, worth $4.95 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
44,172
Previous 42,198 4.68%
Holding current value
$4.95 Million
Previous $4.22 Million 22.75%
% of portfolio
2.44%
Previous 2.28%

Shares

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

Apr 29, 2024
BUY
$101.06 - $117.39 $199,492 - $231,727
1,974 Added 4.68%
44,172 $5.19 Million
Q4 2023

Jan 25, 2024
BUY
$89.71 - $100.92 $2.75 Million - $3.09 Million
30,630 Added 264.78%
42,198 $4.22 Million
Q3 2023

Oct 26, 2023
BUY
$86.28 - $94.91 $998,087 - $1.1 Million
11,568 New
11,568 $1.06 Million

Others Institutions Holding IAK

# of Institutions
119
Shares Held
3.85M
Call Options Held
3.3K
Put Options Held
1.4K
View Full List

About ISHARES TR

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

Track Fiduciary Planning LLC Portfolio

Follow Fiduciary Planning 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 Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email