High Net Worth Advisory Group LLC Ishares Tr Transaction History

High Net Worth Advisory Group LLC

  • $340 Million
  • Q1 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Tr stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 7,140 shares of IAT stock, worth $333,937. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,140
Previous 7,140 -0.0%
Holding current value
$333,937
Previous $359,000 8.64%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024
BUY
$30.98 - $43.2 $4,337 - $6,048
140 Added 2.0%
7,140 $298,000
Q3 2023

Oct 05, 2023
BUY
$32.83 - $39.14 $32,830 - $39,140
1,000 Added 16.67%
7,000 $235,000
Q2 2023

Jul 07, 2023
BUY
$29.75 - $36.65 $178,500 - $219,900
6,000 New
6,000 $203,000

Others Institutions Holding IAT

# of Institutions
206
Shares Held
7.05M
Call Options Held
38K
Put Options Held
53.7K
View Full List

About ISHARES TR

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

Track High Net Worth Advisory Group LLC Portfolio

Follow High Net Worth Advisory Group 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 High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email