Fiduciary Planning LLC Ishares Tr Transaction History

Fiduciary Planning LLC

$235 Million
Q2 2025

A detailed history of Fiduciary Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Fiduciary Planning LLC holds 52,718 shares of IAK stock, worth $6.82 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares

52,718

Previous 56,820 7.22%

Holding current value

$6.82 Million

Previous $7.74 Million 8.39%

% of portfolio

3.02%

Previous 3.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$122.44 - $138.47 $502,248 - $568,003	-4,102 Reduced 7.22%	52,718 $7.09 Million
Q1 2025 Apr 11, 2025	BUY	$121.85 - $137.9 $448,164 - $507,196	3,678 Added 6.92%	56,820 $7.74 Million
Q4 2024 Jan 24, 2025	BUY	$123.78 - $138.16 $544,632 - $607,904	4,400 Added 9.03%	53,142 $6.72 Million
Q3 2024 Oct 22, 2024	BUY	$112.0 - $130.47 $166,880 - $194,400	1,490 Added 3.15%	48,742 $6.29 Million
Q2 2024 Aug 06, 2024	BUY	$109.54 - $117.86 $337,383 - $363,008	3,080 Added 6.97%	47,252 $5.34 Million
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

184

Shares Held

Call Options Held

200

Put Options Held

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About ISHARES TR

Ticker IAK
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Fiduciary Planning LLC Ishares Tr Transaction History