Ellis Investment Partners, LLC Ishares Tr Transaction History

Ellis Investment Partners, LLC

  • $528 Million
  • Q3 2025

A detailed history of Ellis Investment Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ellis Investment Partners, LLC holds 8,381 shares of IAT stock, worth $420,977. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,381
Previous 6,264 33.8%
Holding current value
$420,977
Previous $310,000 41.94%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 22, 2025
BUY
$48.92 - $54.5 $103,563 - $115,376
2,117 Added 33.8%
8,381 $440,000
Q2 2025

Jul 25, 2025
BUY
$39.71 - $49.55 $23,548 - $29,383
593 Added 10.46%
6,264 $310,000
Q1 2025

Apr 22, 2025
SELL
$44.84 - $53.56 $3,542 - $4,231
-79 Reduced 1.37%
5,671 $264,000
Q4 2024

Jan 30, 2025
BUY
$46.07 - $56.9 $264,902 - $327,175
5,750 New
5,750 $289,000
Q2 2022

Aug 01, 2022
SELL
$47.91 - $57.96 $151,635 - $183,443
-3,165 Closed
0 $0
Q1 2022

May 03, 2022
BUY
$57.43 - $69.28 $181,765 - $219,271
3,165 New
3,165 $186,000

Others Institutions Holding IAT

# of Institutions
195
Shares Held
5.47M
Call Options Held
42.7K
Put Options Held
37.2K
View Full List

About ISHARES TR

IAT Quotes by TradingView
  • Ticker IAT
  • Sector ETFs
  • Industry ETFs
More about IAT
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