Phillips Wealth Planners LLC Ishares Tr Us Broker Dealers & Transaction History

Phillips Wealth Planners LLC

  • $100 Billion
  • Q4 2024

A detailed history of Phillips Wealth Planners LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 2,401 shares of IAI stock, worth $366,632. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,401
Previous 2,446 1.84%
Holding current value
$366,632
Previous $337 Million 0.53%
% of portfolio
0.34%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$127.59 - $153.41 $5,741 - $6,903
-45 Reduced 1.84%
2,401 $339 Million
Q3 2024

Oct 28, 2024
SELL
$115.73 - $128.74 $12,151 - $13,517
-105 Reduced 4.12%
2,446 $337 Million
Q2 2024

Aug 02, 2024
BUY
$109.7 - $120.13 $767 - $840
7 Added 0.28%
2,551 $307 Million
Q1 2024

Apr 29, 2024
BUY
$103.68 - $116.01 $263,761 - $295,129
2,544 New
2,544 $280 Million

Others Institutions Holding IAI

# of Institutions
193
Shares Held
10.5M
Call Options Held
26.7K
Put Options Held
7.1K
View Full List

About ISHARES TR US BROKER-DEALERS &

IAI Quotes by TradingView
  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
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