Personal Cfo Solutions, LLC Ishares Tr Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 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 7,288 shares of IAK stock, worth $1 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,288
Previous 7,119 2.37%
Holding current value
$1 Million
Previous $803,000 17.06%
% of portfolio
0.13%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$112.0 - $130.47 $18,928 - $22,049
169 Added 2.37%
7,288 $940,000
Q2 2024

Aug 09, 2024
BUY
$109.54 - $117.86 $49,621 - $53,390
453 Added 6.8%
7,119 $803,000
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
155
Shares Held
3.74M
Call Options Held
200
Put Options Held
0
View Full List

About ISHARES TR

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