Kozak & Associates, Inc. Ishares Tr Transaction History

Kozak & Associates, Inc.

  • $410 Million
  • Q1 2025

A detailed history of Kozak & Associates, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 108,834 shares of IYJ stock, worth $15.2 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares
108,834
Previous 102,014 6.69%
Holding current value
$15.2 Million
Previous $13.6 Million 3.15%
% of portfolio
3.43%
Previous 3.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
338
Shares Held
7.05M
Call Options Held
10.2K
Put Options Held
15K
View Full List

About ISHARES TR

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