Stonebridge Financial Planning Group, LLC
Position in IAK — iShares U.S. Insurance ETF
CIK 1802494
ORLANDO, FL
All Filings in IAK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 IAK | $2,311,501 | 17,191 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 IAK | $2,382,597 | 17,289 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 IAK | $2,099,528 | 16,601 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 IAK | $2,016,793 | 15,628 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 IAK | $1,712,544 | 15,166 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 IAK | $1,832,340 | 15,609 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 IAK | $1,671,303 | 16,693 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 IAK | $2,336,891 | 25,498 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 IAK | $2,548,194 | 28,993 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 IAK | $2,803,284 | 32,741 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 IAK | $1,179,517 | 12,905 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 IAK | $257,042 | 3,250 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||