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

J.W. Cole Advisors, Inc.

$2.42 Billion
Q4 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 12,276 shares of IAK stock, worth $1.59 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

12,276

Previous 13,352 8.06%

Holding current value

$1.59 Million

Previous $1.72 Million 9.92%

% of portfolio

0.06%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$123.78 - $138.16 $133,187 - $148,660	-1,076 Reduced 8.06%	12,276 $1.55 Million
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

153

Shares Held

3.92M

Call Options Held

400

Put Options Held

1.7K

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About ISHARES TR

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