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 $9.04 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

69,142

Previous 54,787 26.2%

Holding current value

$9.04 Million

Previous $7.55 Million 23.13%

% of portfolio

2.12%

Previous 1.8%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3.88M

Call Options Held

2.2K

Put Options Held

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Minich Mac Gregor Wealth Management, LLC Ishares Tr Transaction History