J.W. Cole Advisors, Inc. Ishares Tr Transaction History

J.W. Cole Advisors, Inc.

$2.33 Billion
Q3 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 13,352 shares of IAK stock, worth $1.68 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

13,352

Previous 13,525 1.28%

Holding current value

$1.68 Million

Previous $1.53 Million 12.84%

% of portfolio

0.07%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$112.0 - $130.47 $19,376 - $22,571	-173 Reduced 1.28%	13,352 $1.72 Million
Q2 2024 Aug 08, 2024	BUY	$109.54 - $117.86 $2,957 - $3,182	27 Added 0.2%	13,525 $1.53 Million
Q1 2024 Apr 30, 2024	BUY	$101.06 - $117.39 $33,147 - $38,503	328 Added 2.49%	13,498 $1.58 Million
Q4 2023 Jan 31, 2024	BUY	$89.71 - $100.92 $1.18 Million - $1.33 Million	13,170 New	13,170 $1.32 Million
Q1 2022 May 16, 2022	BUY	$82.05 - $92.52 $1.07 Million - $1.21 Million	13,055 New	13,055 $0

Others Institutions Holding IAK

# of Institutions

155

Shares Held

3.74M

Call Options Held

200

Put Options Held

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About ISHARES TR

Ticker IAK
Sector ETFs
Industry ETFs

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J.W. Cole Advisors, Inc. Ishares Tr Transaction History