Venturi Wealth Management, LLC Ishares Tr Transaction History

Venturi Wealth Management, LLC

  • $1.88 Billion
  • Q4 2024

A detailed history of Venturi Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 260 shares of IAT stock, worth $10,831. This represents 0.0% of its overall portfolio holdings.

Number of Shares
260
Holding current value
$10,831
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$46.07 - $56.9 $11,978 - $14,794
260 New
260 $13,000
Q4 2023

Jan 23, 2024
SELL
$30.98 - $43.2 $320,054 - $446,299
-10,331 Reduced 98.34%
174 $7,000
Q3 2023

Nov 02, 2023
SELL
$32.83 - $39.14 $19,763 - $23,562
-602 Reduced 5.42%
10,505 $352,000
Q2 2023

Jul 24, 2023
BUY
$29.75 - $36.65 $330,433 - $407,071
11,107 New
11,107 $375,000

Others Institutions Holding IAT

# of Institutions
216
Shares Held
6.72M
Call Options Held
154K
Put Options Held
282K
View Full List

About ISHARES TR

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