Wespac Advisors So Cal, LLC Ishares Tr Transaction History

Wespac Advisors So Cal, LLC

  • $377 Million
  • Q1 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 65,907 shares of IAK stock, worth $8.76 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
65,907
Previous 70,103 5.99%
Holding current value
$8.76 Million
Previous $8.87 Million 2.45%
% of portfolio
2.41%
Previous 2.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
180
Shares Held
3.84M
Call Options Held
2.2K
Put Options Held
2K
View Full List

About ISHARES TR

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