Bogart Wealth, LLC Ishares Tr Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 351 shares of IAT stock, worth $17,967. This represents 0.0% of its overall portfolio holdings.

Number of Shares

351

Previous 351 -0.0%

Holding current value

$17,967

Previous $16,000 6.25%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 30, 2023	BUY	$32.83 - $39.14 $11,523 - $13,738	351 New	351 $11,000

Others Institutions Holding IAT

# of Institutions

214

Shares Held

6.71M

Call Options Held

154K

Put Options Held

282K

Bank Of America Corp Charlotte, NC

559K
Shares

$28.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

493K
Shares

$25.3 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

343K
Shares

$17.5 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

330K
Shares

$16.9 Million
0.0% of portfolio
Us Bancorp \De\

235K
Shares

$12 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IAT
Sector ETFs
Industry ETFs

More about IAT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Account

Bogart Wealth, LLC Ishares Tr Transaction History