Affinity Wealth Management LLC Ishares Tr Us Broker Dealers & Transaction History

Affinity Wealth Management LLC

  • $483 Million
  • Q1 2025

A detailed history of Affinity Wealth Management LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Affinity Wealth Management LLC holds 206,352 shares of IAI stock, worth $28.8 Million. This represents 5.96% of its overall portfolio holdings.

Number of Shares
206,352
Holding current value
$28.8 Million
% of portfolio
5.96%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$134.68 - $159.3 $27.8 Million - $32.9 Million
206,352 New
206,352 $28.8 Million
Q1 2023

May 01, 2023
BUY
$87.46 - $104.89 $960,398 - $1.15 Million
10,981 Added 7.77%
152,363 $14 Million
Q4 2022

Feb 09, 2023
BUY
$85.82 - $103.08 $12.1 Million - $14.6 Million
141,382 New
141,382 $13.6 Million
Q1 2022

May 12, 2022
SELL
$94.42 - $114.54 $20 Million - $24.2 Million
-211,591 Closed
0 $0
Q4 2021

Feb 08, 2022
BUY
$104.77 - $116.15 $717,045 - $794,930
6,844 Added 3.34%
211,591 $22.3 Million
Q3 2021

Nov 04, 2021
BUY
$97.62 - $110.73 $20 Million - $22.7 Million
204,747 New
204,747 $21.5 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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