Montag A & Associates Inc Ishares Tr Transaction History

Montag A & Associates Inc

$1.97 Billion
Q1 2025

A detailed history of Montag A & Associates Inc transactions in Ishares Tr stock. As of the latest transaction made, Montag A & Associates Inc holds 453 shares of IAK stock, worth $59,990. This represents 0.0% of its overall portfolio holdings.

Number of Shares

453

Previous 451 0.44%

Holding current value

$59,990

Previous $57,000 8.77%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$121.85 - $137.9 $243 - $275	2 Added 0.44%	453 $62,000
Q4 2024 Jan 30, 2025	BUY	$123.78 - $138.16 $371 - $414	3 Added 0.67%	451 $57,000
Q3 2024 Nov 05, 2024	BUY	$112.0 - $130.47 $224 - $260	2 Added 0.45%	448 $57,000
Q2 2024 Jul 31, 2024	BUY	$109.54 - $117.86 $109 - $117	1 Added 0.22%	446 $50,000
Q1 2024 May 07, 2024	BUY	$101.06 - $117.39 $101 - $117	1 Added 0.23%	445 $52,000
Q4 2023 Feb 07, 2024	BUY	$89.71 - $100.92 $358 - $403	4 Added 0.91%	444 $44,000
Q2 2023 Aug 09, 2023	BUY	$82.47 - $88.6 $164 - $177	2 Added 0.46%	440 $38,000
Q1 2023 May 11, 2023	BUY	$81.37 - $95.04 $81 - $95	1 Added 0.23%	438 $37,000
Q4 2022 Feb 02, 2023	BUY	$81.32 - $94.36 $162 - $188	2 Added 0.46%	437 $39,000
Q3 2022 Nov 09, 2022	BUY	$78.22 - $88.93 $234 - $266	3 Added 0.69%	435 $34,000
Q2 2022 Aug 10, 2022	BUY	$79.16 - $92.57 $79 - $92	1 Added 0.23%	432 $36,000
Q1 2022 May 02, 2022	BUY	$82.05 - $92.52 $164 - $185	2 Added 0.47%	431 $39,000
Q4 2021 Feb 09, 2022	BUY	$77.83 - $84.97 $233 - $254	3 Added 0.7%	429 $0
Q3 2021 Nov 08, 2021	BUY	$74.76 - $82.47 $149 - $164	2 Added 0.47%	426 $33,000
Q2 2021 Aug 03, 2021	BUY	$74.81 - $82.2 $149 - $164	2 Added 0.47%	424 $33,000
Q1 2021 May 14, 2021	BUY	$65.29 - $76.6 $195 - $229	3 Added 0.72%	422 $31,000
Q4 2020 Feb 12, 2021	BUY	$55.66 - $67.5 $23,321 - $28,282	419 New	419 $28,000

Others Institutions Holding IAK

# of Institutions

176

Shares Held

3.87M

Call Options Held

400

Put Options Held

1.7K

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About ISHARES TR

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Montag A & Associates Inc Ishares Tr Transaction History