Adapt Wealth Advisors, LLC Ishares Tr Transaction History

Adapt Wealth Advisors, LLC

  • $203 Billion
  • Q4 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 57,384 shares of IAK stock, worth $7.57 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares
57,384
Previous 38,983 47.2%
Holding current value
$7.57 Million
Previous $5.03 Billion 44.26%
% of portfolio
3.57%
Previous 2.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$123.78 - $138.16 $2.28 Million - $2.54 Million
18,401 Added 47.2%
57,384 $7.26 Billion
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
167
Shares Held
3.92M
Call Options Held
4.4K
Put Options Held
1.7K
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