Crestwood Advisors Group LLC Ishares Tr Transaction History

Crestwood Advisors Group LLC

$5.16 Billion
Q4 2024

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 58,757 shares of IAT stock, worth $2.71 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

58,757

Previous 59,416 1.11%

Holding current value

$2.71 Million

Previous $2.82 Million 4.78%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	SELL	$46.07 - $56.9 $30,360 - $37,497	-659 Reduced 1.11%	58,757 $2.96 Million
Q3 2024 Oct 30, 2024	SELL	$40.8 - $48.93 $32,639 - $39,144	-800 Reduced 1.33%	59,416 $2.82 Million
Q2 2024 Aug 01, 2024	SELL	$39.17 - $43.65 $158,364 - $176,476	-4,043 Reduced 6.29%	60,216 $2.5 Million
Q1 2024 May 08, 2024	SELL	$39.12 - $43.38 $726,067 - $805,132	-18,560 Reduced 22.41%	64,259 $2.79 Million
Q4 2023 Jan 29, 2024	SELL	$30.98 - $43.2 $185,012 - $257,990	-5,972 Reduced 6.73%	82,819 $3.47 Million
Q3 2023 Nov 15, 2023	BUY	$32.83 - $39.14 $2.92 Million - $3.48 Million	88,791 New	88,791 $2.98 Million

Others Institutions Holding IAT

# of Institutions

215

Shares Held

6.72M

Call Options Held

154K

Put Options Held

282K

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 Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Account

Crestwood Advisors Group LLC Ishares Tr Transaction History