Winthrop Advisory Group LLC Ishares Tr Transaction History

Winthrop Advisory Group LLC

$1.16 Billion
Q4 2025

A detailed history of Winthrop Advisory Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 1,692 shares of IAK stock, worth $226,101. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,692

Previous 1,692 -0.0%

Holding current value

$226,101

Previous $226,000 -0.0%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$125.37 - $135.96 $96,158 - $104,281	-767 Reduced 31.19%	1,692 $226,000
Q3 2025 Oct 24, 2025	SELL	$126.37 - $134.46 $159,605 - $169,822	-1,263 Reduced 33.93%	2,459 $329,000
Q2 2025 Jul 23, 2025	BUY	$122.44 - $138.47 $33,058 - $37,386	270 Added 7.82%	3,722 $500,000
Q1 2025 Apr 08, 2025	BUY	$121.85 - $137.9 $47,034 - $53,229	386 Added 12.59%	3,452 $470,000
Q4 2024 Jan 13, 2025	BUY	$123.78 - $138.16 $68,821 - $76,816	556 Added 22.15%	3,066 $387,000

Q3 2024 Oct 31, 2024	BUY	$112.0 - $130.47 $11,200 - $13,047	100 Added 4.15%	2,510 $323,000
Q2 2024 Jul 18, 2024	BUY	$109.54 - $117.86 $263,991 - $284,042	2,410 New	2,410 $272,000

Others Institutions Holding IAK

# of Institutions

173

Shares Held

3.54M

Call Options Held

400

Put Options Held

400

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About ISHARES TR

Ticker IAK
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Winthrop Advisory Group LLC Ishares Tr Transaction History