Personal Cfo Solutions, LLC Ishares Tr Transaction History

Personal Cfo Solutions, LLC

  • $600 Million
  • Q1 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 6,666 shares of IAK stock, worth $746,592. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,666
Previous 6,091 9.44%
Holding current value
$746,592
Previous $609,000 28.41%
% of portfolio
0.13%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$101.06 - $117.39 $58,109 - $67,499
575 Added 9.44%
6,666 $782,000
Q4 2023

Feb 13, 2024
BUY
$89.71 - $100.92 $29,335 - $33,000
327 Added 5.67%
6,091 $609,000
Q3 2023

Nov 13, 2023
SELL
$86.28 - $94.91 $7,420 - $8,162
-86 Reduced 1.47%
5,764 $528,000
Q2 2023

Aug 10, 2023
SELL
$82.47 - $88.6 $60,450 - $64,943
-733 Reduced 11.13%
5,850 $514,000
Q1 2023

May 09, 2023
BUY
$81.37 - $95.04 $535,658 - $625,648
6,583 New
6,583 $563,000

Others Institutions Holding IAK

# of Institutions
119
Shares Held
3.85M
Call Options Held
3.3K
Put Options Held
1.4K
View Full List

About ISHARES TR

IAK Quotes by TradingView
  • Ticker IAK
  • Sector ETFs
  • Industry ETFs
More about IAK
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