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 $14,622. This represents 0.0% of its overall portfolio holdings.

Number of Shares

351

Previous 351 -0.0%

Holding current value

$14,622

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

216

Shares Held

6.72M

Call Options Held

154K

Put Options Held

282K

Bank Of America Corp Charlotte, NC

559K
Shares

$23.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

493K
Shares

$20.6 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

343K
Shares

$14.3 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

330K
Shares

$13.7 Million
0.0% of portfolio
Us Bancorp \De\

235K
Shares

$9.79 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IAT
Sector ETFs
Industry ETFs

More about IAT

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Bogart Wealth, LLC Ishares Tr Transaction History