A detailed history of Sweet Financial Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 16,035 shares of IAT stock, worth $754,767. This represents 0.16% of its overall portfolio holdings.

Number of Shares
16,035
Previous 16,315 1.72%
Holding current value
$754,767
Previous $707,000 6.08%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$39.17 - $43.65 $10,967 - $12,222
-280 Reduced 1.72%
16,035 $664,000
Q3 2023

Oct 23, 2023

BUY
$32.83 - $39.14 $8,371 - $9,980
255 Added 1.59%
16,315 $548,000
Q2 2023

Jul 24, 2023

BUY
$29.75 - $36.65 $177,012 - $218,067
5,950 Added 58.85%
16,060 $543,000
Q1 2023

Apr 14, 2023

BUY
$33.67 - $53.61 $340,403 - $541,997
10,110 New
10,110 $361,000

Others Institutions Holding IAT

About ISHARES TR


  • Ticker IAT
  • Sector ETFs
  • Industry ETFs
More about IAT
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