Western Wealth Management, LLC Ishares Tr Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Western Wealth Management, LLC holds 4,841 shares of IAT stock, worth $256,669. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,841

Previous 5,241 7.63%

Holding current value

$256,669

Previous $217,000 5.99%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$40.8 - $48.93 $16,319 - $19,572	-400 Reduced 7.63%	4,841 $230,000
Q2 2024 Jul 19, 2024	SELL	$39.17 - $43.65 $7,834 - $8,730	-200 Reduced 3.68%	5,241 $217,000
Q1 2024 May 02, 2024	SELL	$39.12 - $43.38 $22,689 - $25,160	-580 Reduced 9.63%	5,441 $236,000
Q4 2023 Jan 31, 2024	BUY	$30.98 - $43.2 $186,530 - $260,107	6,021 New	6,021 $251,000
Q2 2023 Aug 30, 2023	SELL	$29.75 - $36.65 $33,468 - $41,231	-1,125 Reduced 15.97%	5,921 $200,000
Q1 2023 Aug 30, 2023	BUY	$33.67 - $53.61 $673 - $1,072	20 Added 0.28%	7,046 $252,000
Q4 2022 Feb 02, 2023	SELL	$45.73 - $51.98 $916,429 - $1.04 Million	-20,040 Reduced 74.04%	7,026 $334,000
Q3 2022 Nov 04, 2022	BUY	$47.63 - $56.65 $2,095 - $2,492	44 Added 0.16%	27,066 $1.29 Million
Q1 2022 May 10, 2022	BUY	$57.43 - $69.28 $1.55 Million - $1.87 Million	27,022 New	27,022 $1.59 Million

Others Institutions Holding IAT

# of Institutions

183

Shares Held

5.24M

Call Options Held

149K

Put Options Held

240K

View Full List

About ISHARES TR

Ticker IAT
Sector ETFs
Industry ETFs

More about IAT

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Western Wealth Management, LLC Ishares Tr Transaction History