Sweet Financial Partners, LLC Ishares Tr Transaction History

Sweet Financial Partners, LLC

  • $447 Million
  • Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 15,100 shares of IAT stock, worth $763,154. This represents 0.16% of its overall portfolio holdings.

Number of Shares
15,100
Previous 16,035 5.83%
Holding current value
$763,154
Previous $664,000 7.98%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Oct 16, 2024
SELL
$40.8 - $48.93 $38,148 - $45,749
-935 Reduced 5.83%
15,100 $717,000
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

# of Institutions
174
Shares Held
4.99M
Call Options Held
149K
Put Options Held
240K
View Full List

About ISHARES TR

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