Wespac Advisors So Cal, LLC Ishares Tr Transaction History

Wespac Advisors So Cal, LLC

$435 Million
Q4 2024

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 70,103 shares of IAK stock, worth $9.07 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

70,103

Previous 50,523 38.75%

Holding current value

$9.07 Million

Previous $6.52 Million 35.99%

% of portfolio

2.04%

Previous 1.53%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

153

Shares Held

3.92M

Call Options Held

400

Put Options Held

1.7K

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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