A detailed history of Montag A & Associates Inc transactions in Ishares Tr stock. As of the latest transaction made, Montag A & Associates Inc holds 445 shares of IAK stock, worth $49,840. This represents 0.0% of its overall portfolio holdings.

Number of Shares
445
Previous 444 0.23%
Holding current value
$49,840
Previous $44,000 18.18%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$89.07 - $94.36 $178 - $188
2 Added 0.46%
437 $39,000
Q3 2022

Nov 09, 2022

BUY
N/A
3 Added 0.69%
435 $34,000
Q2 2022

Aug 10, 2022

BUY
N/A
1 Added 0.23%
432 $36,000
Q1 2022

May 02, 2022

BUY
N/A
2 Added 0.47%
431 $39,000
Q4 2021

Feb 09, 2022

BUY
N/A
3 Added 0.7%
429 $0
Q3 2021

Nov 08, 2021

BUY
N/A
2 Added 0.47%
426 $33,000
Q2 2021

Aug 03, 2021

BUY
N/A
2 Added 0.47%
424 $33,000
Q1 2021

May 14, 2021

BUY
N/A
3 Added 0.72%
422 $31,000
Q4 2020

Feb 12, 2021

BUY
N/A
419 New
419 $28,000

Others Institutions Holding IAK

About ISHARES TR


  • Ticker IAK
  • Sector ETFs
  • Industry ETFs
More about IAK
Track This Portfolio

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.