Tepp RIA, LLC IAK Holdings History
Tepp RIA, LLC's iShares U.S. Insurance ETF Holding Summary
As of 2025-06-30, Tepp RIA, LLC held 15,272.00 shares of iShares U.S. Insurance ETF(IAK), totaling $2.05 Mil. This investment constitutes 2.65% of their stock portfolio, and Tepp RIA, LLC now holds 0.25% of the outstanding iShares U.S. Insurance ETF(IAK) stock.
The initial trade took place in 2024Q4. And since then Tepp RIA, LLC has made 1 purchases of IAK, at an average price of $130.66, for a total of 25,691.00 shares. In addition, there have been 1 sales at an average price of $132.85 for 10,419.00 shares. Based on historical transaction data and IAK's current price of $129.26, Tepp RIA, LLC's estimated gain on his IAK holdings is $1,333.23, reflecting a 0.04% gain to date.
Tepp RIA, LLC IAK ($129.26) Holding Chart
Tepp RIA, LLC IAK ($129.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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