Fulcrum Equity Management Ishares Tr Transaction History

Fulcrum Equity Management

  • $93.4 Million
  • Q2 2025

A detailed history of Fulcrum Equity Management transactions in Ishares Tr stock. As of the latest transaction made, Fulcrum Equity Management holds 6,351 shares of IAK stock, worth $848,684. This represents 0.91% of its overall portfolio holdings.

Number of Shares
6,351
Holding current value
$848,684
% of portfolio
0.91%

Shares

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

Aug 25, 2025
BUY
$122.44 - $138.47 $777,616 - $879,422
6,351 New
6,351 $853,000
Q3 2024

Nov 21, 2024
BUY
$112.0 - $130.47 $988,064 - $1.15 Million
8,822 New
8,822 $1.14 Million
Q1 2023

Apr 06, 2023
SELL
$81.37 - $95.04 $182,675 - $213,364
-2,245 Reduced 7.76%
26,697 $2.29 Million
Q4 2022

Jul 07, 2023
BUY
$81.32 - $94.36 $2.35 Million - $2.73 Million
28,942 New
28,942 $2.65 Million
Q4 2022

Jan 10, 2023
BUY
$81.32 - $94.36 $2.35 Million - $2.73 Million
28,942 New
28,942 $0

Others Institutions Holding IAK

# of Institutions
177
Shares Held
3.68M
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
Track This Portfolio

Track Fulcrum Equity Management Portfolio

Follow Fulcrum Equity Management 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 Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email