Great Valley Advisor Group, Inc. Ishares Tr Transaction History

Great Valley Advisor Group, Inc.

$4.47 Billion
Q3 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 9,045 shares of IAK stock, worth $1.21 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,045

Previous 12,398 27.04%

Holding current value

$1.21 Million

Previous $1.67 Million 27.29%

% of portfolio

0.03%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$126.37 - $134.46 $423,718 - $450,844	-3,353 Reduced 27.04%	9,045 $1.21 Million
Q2 2025 Aug 14, 2025	BUY	$122.44 - $138.47 $18,610 - $21,047	152 Added 1.24%	12,398 $1.67 Million
Q1 2025 May 08, 2025	BUY	$121.85 - $137.9 $22,298 - $25,235	183 Added 1.52%	12,246 $1.69 Million
Q4 2024 Feb 24, 2025	SELL	$123.78 - $138.16 $1.33 Million - $1.48 Million	-10,730 Reduced 47.08%	12,063 $1.53 Million
Q3 2024 Nov 12, 2024	BUY	$112.0 - $130.47 $2.55 Million - $2.97 Million	22,793 New	22,793 $2.94 Million

Others Institutions Holding IAK

# of Institutions

175

Shares Held

3.59M

Call Options Held

400

Put Options Held

400

View Full List

About ISHARES TR

Ticker IAK
Sector ETFs
Industry ETFs

More about IAK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Account

Great Valley Advisor Group, Inc. Ishares Tr Transaction History