A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Tr stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 477 shares of IAT stock, worth $23,959. This represents 0.02% of its overall portfolio holdings.

Number of Shares
477
Previous 474 0.63%
Holding current value
$23,959
Previous $23.5 Million 6.8%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$48.92 - $54.5 $146 - $163
3 Added 0.63%
477 $25.1 Million
Q2 2025

Aug 08, 2025

BUY
$39.71 - $49.55 $198 - $247
5 Added 1.07%
474 $23.5 Million
Q1 2025

May 09, 2025

BUY
$44.84 - $53.56 $89 - $107
2 Added 0.43%
469 $21.9 Million
Q4 2024

Jan 28, 2025

BUY
$46.07 - $56.9 $21,514 - $26,572
467 New
467 $23.5 Million

Others Institutions Holding IAT

About ISHARES TR


  • Ticker IAT
  • Sector ETFs
  • Industry ETFs
More about IAT
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