Delos Wealth Advisors, LLC Ishares Tr Transaction History

Delos Wealth Advisors, LLC

$139 Million
Q3 2025

A detailed history of Delos Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 8,323 shares of IAK stock, worth $1.11 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

8,323

Previous 6,999 18.92%

Holding current value

$1.11 Million

Previous $941,000 18.49%

% of portfolio

0.8%

Previous 0.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$126.37 - $134.46 $167,313 - $178,025	1,324 Added 18.92%	8,323 $1.12 Million
Q2 2025 Aug 19, 2025	SELL	$122.44 - $138.47 $85,830 - $97,067	-701 Reduced 9.1%	6,999 $941,000
Q1 2025 May 12, 2025	BUY	$121.85 - $137.9 $3,411 - $3,861	28 Added 0.36%	7,700 $1.06 Million
Q4 2024 Feb 12, 2025	BUY	$123.78 - $138.16 $277,267 - $309,478	2,240 Added 41.24%	7,672 $970,000
Q3 2024 Nov 15, 2024	BUY	$112.0 - $130.47 $163,856 - $190,877	1,463 Added 36.86%	5,432 $700,000

Q2 2024 Aug 13, 2024	BUY	$109.54 - $117.86 $434,764 - $467,786	3,969 New	3,969 $448,000

Others Institutions Holding IAK

# of Institutions

177

Shares Held

3.68M

Call Options Held

400

Put Options Held

400

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 Delos Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delos Wealth Advisors, LLC with notifications on news.

Account

Delos Wealth Advisors, LLC Ishares Tr Transaction History