Wealth Management Partners, LLC Ishares Tr Transaction History

Wealth Management Partners, LLC

  • $194 Million
  • Q1 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Partners, LLC holds 12,875 shares of IAT stock, worth $525,300. This represents 0.29% of its overall portfolio holdings.

Number of Shares
12,875
Previous 12,795 0.63%
Holding current value
$525,300
Previous $535,000 4.3%
% of portfolio
0.29%
Previous 0.3%

Shares

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

Apr 12, 2024
BUY
$39.12 - $43.38 $3,129 - $3,470
80 Added 0.63%
12,875 $558,000
Q4 2023

Jan 10, 2024
SELL
$30.98 - $43.2 $13,197 - $18,403
-426 Reduced 3.22%
12,795 $535,000
Q3 2023

Oct 24, 2023
BUY
$32.83 - $39.14 $22,685 - $27,045
691 Added 5.51%
13,221 $444,000
Q2 2023

Jul 24, 2023
BUY
$29.75 - $36.65 $39,210 - $48,304
1,318 Added 11.76%
12,530 $424,000
Q1 2023

Apr 14, 2023
BUY
$33.67 - $53.61 $377,508 - $601,075
11,212 New
11,212 $401,000

Others Institutions Holding IAT

# of Institutions
171
Shares Held
5.65M
Call Options Held
137K
Put Options Held
103K
View Full List

About ISHARES TR

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