Kozak & Associates, Inc. Ishares Tr Transaction History

Kozak & Associates, Inc.

  • $524 Million
  • Q3 2025

A detailed history of Kozak & Associates, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 201,879 shares of IYJ stock, worth $28.9 Million. This represents 5.62% of its overall portfolio holdings.

Number of Shares
201,879
Previous 132,637 52.2%
Holding current value
$28.9 Million
Previous $18.9 Million 56.03%
% of portfolio
5.62%
Previous 3.91%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
BUY
$142.42 - $148.18 $9.86 Million - $10.3 Million
69,242 Added 52.2%
201,879 $29.5 Million
Q2 2025

Jul 10, 2025
BUY
$115.07 - $142.31 $2.74 Million - $3.39 Million
23,803 Added 21.87%
132,637 $18.9 Million
Q1 2025

Apr 15, 2025
BUY
$127.48 - $142.0 $869,413 - $968,440
6,820 Added 6.69%
108,834 $14.1 Million
Q4 2024

Jan 06, 2025
BUY
$132.97 - $143.93 $13.6 Million - $14.7 Million
102,014 New
102,014 $13.6 Million

Others Institutions Holding IYJ

# of Institutions
344
Shares Held
6.6M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES TR

IYJ Quotes by TradingView
  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
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