Spence Asset Management Ishares Tr Transaction History

Spence Asset Management

  • $489 Million
  • Q2 2025

A detailed history of Spence Asset Management transactions in Ishares Tr stock. As of the latest transaction made, Spence Asset Management holds 39,538 shares of IAT stock, worth $2.04 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
39,538
Previous 35,165 12.44%
Holding current value
$2.04 Million
Previous $1.64 Million 19.45%
% of portfolio
0.4%
Previous 0.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$39.71 - $49.55 $173,651 - $216,682
4,373 Added 12.44%
39,538 $1.96 Million
Q1 2025

Apr 24, 2025
BUY
$44.84 - $53.56 $626,235 - $748,018
13,966 Added 65.88%
35,165 $1.64 Million
Q4 2024

Jan 07, 2025
BUY
$46.07 - $56.9 $976,637 - $1.21 Million
21,199 New
21,199 $1.07 Million

Others Institutions Holding IAT

# of Institutions
207
Shares Held
31.3M
Call Options Held
38K
Put Options Held
53.7K
View Full List

About ISHARES TR

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

Track Spence Asset Management Portfolio

Follow Spence Asset Management 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 Spence Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Spence Asset Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email