Strategic Wealth Advisors Group, LLC Ishares Tr Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 13,189 shares of IAT stock, worth $615,134. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,189

Previous 13,259 0.53%

Holding current value

$615,134

Previous $656,000 3.96%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$47.63 - $56.65 $3,334 - $3,965	-70 Reduced 0.53%	13,189 $630,000
Q2 2022 Aug 12, 2022	SELL	$47.91 - $57.96 $52,078 - $63,002	-1,087 Reduced 7.58%	13,259 $656,000
Q1 2022 May 10, 2022	BUY	$57.43 - $69.28 $823,890 - $993,890	14,346 New	14,346 $841,000
Q3 2020 Nov 30, 2020	SELL	$30.74 - $36.23 $1.23 Million - $1.45 Million	-40,128 Closed	0 $0
Q2 2020 Aug 03, 2020	BUY	$26.19 - $41.02 $1.05 Million - $1.65 Million	40,128 New	40,128 $1.31 Million
Q1 2020 May 05, 2020	SELL	$24.93 - $51.12 $256,255 - $525,462	-10,279 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$44.26 - $51.57 $83,297 - $97,054	-1,882 Reduced 15.48%	10,279 $525,000
Q3 2019 Nov 04, 2019	SELL	$45.83 - $47.64 $98,901 - $102,807	-2,158 Reduced 15.07%	12,161 $562,000
Q2 2019 Aug 13, 2019	SELL	N/A	-1,239 Reduced 7.96%	14,319 $659,000
Q1 2019 May 02, 2019	SELL	N/A	-7,302 Reduced 31.94%	15,558 $0
Q4 2018 Feb 12, 2019	SELL	N/A	-908 Reduced 3.82%	22,860 $942,000
Q3 2018 Nov 07, 2018	BUY	N/A	3,650 Added 18.14%	23,768 $1.16 Million
Q2 2018 Sep 17, 2018	SELL	N/A	-8,114 Reduced 28.74%	20,118 $989,000
Q1 2018 May 08, 2018	BUY	N/A	4,577 Added 19.35%	28,232 $1.42 Million
Q4 2017 Mar 08, 2018	SELL	N/A	-1,714 Reduced 6.76%	23,655 $1.17 Million
Q3 2017 Nov 07, 2017	SELL	N/A	-3,192 Reduced 11.18%	25,369 $1.2 Million
Q2 2017 Aug 16, 2017	BUY	N/A	28,561	28,561 $1.3 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

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Strategic Wealth Advisors Group, LLC Ishares Tr Transaction History