Adapt Wealth Advisors, LLC Ishares Tr Transaction History

Adapt Wealth Advisors, LLC

  • $187 Billion
  • Q3 2024

A detailed history of Adapt Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 38,983 shares of IAK stock, worth $4.94 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
38,983
Previous 18,552 110.13%
Holding current value
$4.94 Million
Previous $2.09 Billion 140.15%
% of portfolio
2.69%
Previous 1.31%

Shares

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

Nov 12, 2024
BUY
$112.0 - $130.47 $2.29 Million - $2.67 Million
20,431 Added 110.13%
38,983 $5.03 Billion
Q2 2024

Aug 06, 2024
BUY
$109.54 - $117.86 $2.03 Million - $2.19 Million
18,552 New
18,552 $2.09 Billion

Others Institutions Holding IAK

# of Institutions
155
Shares Held
3.74M
Call Options Held
200
Put Options Held
0
View Full List

About ISHARES TR

IAK Quotes by TradingView
  • Ticker IAK
  • Sector ETFs
  • Industry ETFs
More about IAK
Track This Portfolio

Track Adapt Wealth Advisors, LLC Portfolio

Follow Adapt Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adapt Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adapt Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email