CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Position in IAK — iShares U.S. Insurance ETF
CIK 1803229
Phoenix, AZ
All Filings in IAK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 IAK | $3,590,275 | 26,370 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 IAK | $3,528,473 | 26,326 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 IAK | $3,550,550 | 26,406 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 IAK | $3,603,731 | 26,150 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 IAK | $3,205,002 | 25,342 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 IAK | $2,153,328 | 16,686 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 IAK | $1,375,478 | 12,181 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 IAK | $1,262,646 | 10,756 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 IAK | $1,090,306 | 10,890 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 IAK | $1,035,645 | 11,300 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 IAK | $1,035,168 | 11,778 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 IAK | $767,583 | 8,965 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 IAK | $772,055 | 8,447 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 IAK | $627,816 | 7,938 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 IAK | $729,306 | 8,790 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 IAK | $829,372 | 9,092 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 IAK | $763,244 | 9,133 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 IAK | $720,456 | 9,213 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 IAK | $1,278,261 | 16,515 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 IAK | $1,166,550 | 15,709 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 IAK | $1,056,712 | 15,655 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 IAK | $688,611 | 12,354 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 IAK | $671,837 | 12,213 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||