Swmg, LLC Ishares Tr Us Broker Dealers & Transaction History

Swmg, LLC

$279 Million
Q2 2025

A detailed history of Swmg, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Swmg, LLC holds 1,440 shares of IAI stock, worth $247,104. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,440

Holding current value

$247,104

% of portfolio

0.09%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$122.04 - $169.14 $175,737 - $243,561	1,440 New	1,440 $243,000
Q4 2024 Jan 23, 2025	BUY	$127.59 - $153.41 $510 - $613	4 Added 0.28%	1,432 $206,000
Q3 2024 Nov 14, 2024	BUY	$115.73 - $128.74 $165,262 - $183,840	1,428 New	1,428 $183,000

Others Institutions Holding IAI

# of Institutions

196

Shares Held

6.25M

Call Options Held

25.7K

Put Options Held

130K

Raymond James & Associates St Petersburg, FL

880K
Shares

$151 Million
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

684K
Shares

$117 Million
0.05% of portfolio
Harel Insurance Investments & Financial Services Ltd.

640K
Shares

$110 Million
1.24% of portfolio
Morgan Stanley New York, NY

462K
Shares

$79.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

374K
Shares

$64.2 Million
0.02% of portfolio

View Full List

About ISHARES TR US BROKER-DEALERS &

Ticker IAI
Sector ETFs
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