Wespac Advisors So Cal, LLC Ishares Tr Transaction History

Wespac Advisors So Cal, LLC

$423 Million
Q2 2025

A detailed history of Wespac Advisors So Cal, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 89,592 shares of IAK stock, worth $11.6 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares

89,592

Previous 65,907 35.94%

Holding current value

$11.6 Million

Previous $9.08 Million 32.64%

% of portfolio

2.85%

Previous 2.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$122.44 - $138.47 $2.9 Million - $3.28 Million	23,685 Added 35.94%	89,592 $12 Million
Q1 2025 May 06, 2025	SELL	$121.85 - $137.9 $511,282 - $578,628	-4,196 Reduced 5.99%	65,907 $9.08 Million
Q4 2024 Jan 24, 2025	BUY	$123.78 - $138.16 $2.42 Million - $2.71 Million	19,580 Added 38.75%	70,103 $8.87 Million
Q3 2024 Nov 06, 2024	BUY	$112.0 - $130.47 $5.19 Million - $6.04 Million	46,303 Added 1097.23%	50,523 $6.52 Million
Q1 2024 Apr 18, 2024	BUY	$101.06 - $117.39 $4,042 - $4,695	40 Added 0.96%	4,220 $495,000
Q4 2023 Jan 25, 2024	BUY	$89.71 - $100.92 $374,987 - $421,845	4,180 New	4,180 $418,000

Others Institutions Holding IAK

# of Institutions

181

Shares Held

3.8M

Call Options Held

200

Put Options Held

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About ISHARES TR

Ticker IAK
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Industry ETFs

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Wespac Advisors So Cal, LLC Ishares Tr Transaction History