Montag A & Associates Inc Ishares Tr Transaction History

Montag A & Associates Inc

$2.02 Billion
Q2 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 15 shares of IAT stock, worth $754. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$754

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$39.71 - $49.55 $595 - $743	15 New	15 $0

Others Institutions Holding IAT

# of Institutions

188

Shares Held

5.57M

Call Options Held

46.1K

Put Options Held

56K

Morgan Stanley New York, NY

471K
Shares

$23.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

470K
Shares

$23.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

391K
Shares

$19.6 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

359K
Shares

$18 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

244K
Shares

$12.3 Million
0.0% of portfolio

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About ISHARES TR

Ticker IAT
Sector ETFs
Industry ETFs

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