Chicago Wealth Management, Inc. Ishares Tr Transaction History

Chicago Wealth Management, Inc.

$177 Million
Q3 2024

A detailed history of Chicago Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Chicago Wealth Management, Inc. holds 31,589 shares of IAK stock, worth $4 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

31,589

Previous 32,184 1.85%

Holding current value

$4 Million

Previous $3.63 Million 12.16%

% of portfolio

2.3%

Previous 2.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$112.0 - $130.47 $66,640 - $77,629	-595 Reduced 1.85%	31,589 $4.08 Million
Q2 2024 Aug 14, 2024	BUY	$109.54 - $117.86 $95,957 - $103,245	876 Added 2.8%	32,184 $3.63 Million
Q1 2024 May 15, 2024	SELL	$101.06 - $117.39 $7,983 - $9,273	-79 Reduced 0.25%	31,308 $3.68 Million
Q4 2023 Feb 14, 2024	BUY	$89.71 - $100.92 $61,002 - $68,625	680 Added 2.21%	31,387 $3.14 Million
Q3 2023 Nov 13, 2023	SELL	$86.28 - $94.91 $35,029 - $38,533	-406 Reduced 1.3%	30,707 $2.81 Million
Q2 2023 Aug 15, 2023	SELL	$82.47 - $88.6 $105,066 - $112,876	-1,274 Reduced 3.93%	31,113 $2.73 Million
Q1 2023 May 12, 2023	SELL	$81.37 - $95.04 $4,393 - $5,132	-54 Reduced 0.17%	32,387 $2.77 Million
Q4 2022 Feb 14, 2023	BUY	$81.32 - $94.36 $2.64 Million - $3.06 Million	32,441 New	32,441 $2.97 Million

Others Institutions Holding IAK

# of Institutions

151

Shares Held

3.79M

Call Options Held

200

Put Options Held

View Full List

About ISHARES TR

Ticker IAK
Sector ETFs
Industry ETFs

More about IAK

Track This Portfolio

Portfolio Update

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

News

Stay updated on Chicago Wealth Management, Inc. with notifications on news.

Account

Chicago Wealth Management, Inc. Ishares Tr Transaction History