Peak Financial Advisors LLC Ishares Tr Transaction History

Peak Financial Advisors LLC

  • $159 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 10, 2023
BUY
$108.66 - $117.41 $120,069 - $129,738
1,105 Added 6.73%
17,514 $2.04 Million
Q1 2023

Apr 18, 2023
BUY
$108.43 - $117.74 $124,260 - $134,930
1,146 Added 7.51%
16,409 $1.89 Million
Q4 2022

Jan 12, 2023
BUY
$93.07 - $114.11 $1.42 Million - $1.74 Million
15,263 New
15,263 $1.71 Billion

Others Institutions Holding ITA

# of Institutions
699
Shares Held
18.6M
Call Options Held
309K
Put Options Held
178K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Peak Financial Advisors LLC Portfolio

Follow Peak Financial Advisors LLC 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 Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email