Minich Mac Gregor Wealth Management, LLC Ishares Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $439 Million
  • Q2 2025

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 69,142 shares of IAK stock, worth $9.24 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
69,142
Previous 54,787 26.2%
Holding current value
$9.24 Million
Previous $7.55 Million 23.13%
% of portfolio
2.12%
Previous 1.8%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$122.44 - $138.47 $1.76 Million - $1.99 Million
14,355 Added 26.2%
69,142 $9.3 Million
Q1 2025

Apr 22, 2025
SELL
$121.85 - $137.9 $4.24 Million - $4.8 Million
-34,786 Reduced 38.84%
54,787 $7.55 Million
Q4 2024

Jan 17, 2025
SELL
$123.78 - $138.16 $122,418 - $136,640
-989 Reduced 1.09%
89,573 $11.3 Million
Q3 2024

Oct 30, 2024
SELL
$112.0 - $130.47 $283,584 - $330,350
-2,532 Reduced 2.72%
90,562 $11.7 Million
Q2 2024

Jul 25, 2024
SELL
$109.54 - $117.86 $337,930 - $363,598
-3,085 Reduced 3.21%
93,094 $10.5 Million
Q1 2024

Apr 16, 2024
SELL
$101.06 - $117.39 $557,042 - $647,053
-5,512 Reduced 5.42%
96,179 $11.3 Million
Q4 2023

Feb 08, 2024
SELL
$89.71 - $100.92 $522,022 - $587,253
-5,819 Reduced 5.41%
101,691 $10.2 Million
Q3 2023

Oct 16, 2023
SELL
$86.28 - $94.91 $915,517 - $1.01 Million
-10,611 Reduced 8.98%
107,510 $9.85 Million
Q2 2023

Jul 13, 2023
SELL
$82.47 - $88.6 $212,360 - $228,144
-2,575 Reduced 2.13%
118,121 $10.4 Million
Q1 2023

Apr 19, 2023
SELL
$81.37 - $95.04 $665,443 - $777,237
-8,178 Reduced 6.35%
120,696 $10.3 Million
Q4 2022

Jan 09, 2023
BUY
$81.32 - $94.36 $139,951 - $162,393
1,721 Added 1.35%
128,874 $0
Q3 2022

Oct 06, 2022
BUY
$78.22 - $88.93 $2.75 Million - $3.12 Million
35,106 Added 38.14%
127,153 $10.1 Million
Q2 2022

Jul 13, 2022
BUY
$79.16 - $92.57 $7.29 Million - $8.52 Million
92,047 New
92,047 $7.64 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-715 Closed
0 $0
Q2 2018

Jul 13, 2018
SELL
N/A
-920 Reduced 56.27%
715 $44,000
Q1 2018

Jul 03, 2018
SELL
N/A
-72,389 Reduced 97.79%
1,635 $105,000
Q4 2017

Jul 03, 2018
BUY
N/A
18,484 Added 33.28%
74,024 $4.93 Million
Q3 2017

Jul 03, 2018
BUY
N/A
2,720 Added 5.15%
55,540 $3.54 Million
Q2 2017

Jul 02, 2018
BUY
N/A
3,056 Added 6.14%
52,820 $3.31 Million
Q1 2017

Jun 28, 2018
BUY
N/A
817 Added 1.67%
49,764 $3.02 Million
Q4 2016

Jun 28, 2018
BUY
N/A
48,947
48,947 $2.9 Million

Others Institutions Holding IAK

# of Institutions
185
Shares Held
3.98M
Call Options Held
200
Put Options Held
0
View Full List

About ISHARES TR

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