High Note Wealth, LLC Ishares Tr Transaction History

High Note Wealth, LLC

$377 Million
Q4 2024

A detailed history of High Note Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, High Note Wealth, LLC holds 15 shares of IAK stock, worth $2,042. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,042

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Apr 01, 2025	BUY	$123.78 - $138.16 $1,856 - $2,072	15 New	15 $1,000

Others Institutions Holding IAK

# of Institutions

168

Shares Held

3.88M

Call Options Held

4.4K

Put Options Held

1.7K

Morgan Stanley New York, NY

420K
Shares

$57.2 Million
0.0% of portfolio
Mml Investors Services, LLC Springfield, MA

226K
Shares

$30.8 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

222K
Shares

$30.2 Million
0.01% of portfolio
Spc Financial, Inc.

168K
Shares

$22.9 Million
1.87% of portfolio
Royal Bank Of Canada Toronto, A6

155K
Shares

$21.1 Million
0.0% of portfolio

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About ISHARES TR

Ticker IAK
Sector ETFs
Industry ETFs

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