Advisor Net Financial, Inc Ishares Tr Us Broker Dealers & Transaction History

Advisor Net Financial, Inc

$1.27 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 04, 2022	SELL	$81.8 - $99.58 $22,495 - $27,384	-275 Reduced 23.32%	904 $77,000
Q2 2022 Jul 07, 2022	SELL	$81.32 - $99.97 $4,147 - $5,098	-51 Reduced 4.15%	1,179 $99,000
Q1 2022 Apr 14, 2022	BUY	$94.42 - $114.54 $10,008 - $12,141	106 Added 9.43%	1,230 $123,000
Q4 2021 Jan 19, 2022	BUY	$104.77 - $116.15 $42,955 - $47,621	410 Added 57.42%	1,124 $124,000
Q3 2021 Oct 15, 2021	BUY	$97.62 - $110.73 $69,700 - $79,061	714 New	714 $75,000
Q2 2020 Aug 26, 2020	SELL	$49.38 - $66.46 $26,862 - $36,154	-544 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$60.27 - $68.92 $241 - $275	4 Added 0.74%	544 $37,000
Q2 2019 Jul 15, 2019	BUY	$60.17 - $64.18 $120 - $128	2 Added 0.37%	540 $34,000
Q1 2019 May 14, 2019	BUY	$55.33 - $62.51 $29,767 - $33,630	538 New	538 $32,000

Others Institutions Holding IAI

# of Institutions

147

Shares Held

7.62M

Call Options Held

4.7K

Put Options Held

300

Envestnet Asset Management Inc

1.25M
Shares

$173 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.13M
Shares

$156 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

880K
Shares

$122 Million
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

803K
Shares

$111 Million
0.04% of portfolio
Truist Financial Corp

787K
Shares

$109 Million
0.14% of portfolio

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