Allworth Financial LP Ishares Tr Us Broker Dealers & Transaction History

Allworth Financial LP

$15.5 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 11, 2019	SELL	$52.67 - $63.57 $316 - $381	-6 Closed	0 $0
Q3 2018 Oct 30, 2018	BUY	$62.23 - $67.19 $373 - $403	6 New	6 $0

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

About ISHARES TR US BROKER-DEALERS &

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