Altfest L J & CO Inc Ishares Tr Us Broker Dealers & Transaction History

Altfest L J & CO Inc

$650 Million
Q1 2025

A detailed history of Altfest L J & CO Inc transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Altfest L J & CO Inc holds 7,533 shares of IAI stock, worth $1.16 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

7,533

Previous 16,956 55.57%

Holding current value

$1.16 Million

Previous $2.44 Million 56.82%

% of portfolio

0.16%

Previous 0.35%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$134.68 - $159.3 $1.27 Million - $1.5 Million	-9,423 Reduced 55.57%	7,533 $1.06 Million
Q4 2024 Feb 07, 2025	BUY	$127.59 - $153.41 $2.16 Million - $2.6 Million	16,956 New	16,956 $2.44 Million
Q3 2023 Oct 26, 2023	SELL	$89.26 - $99.15 $805,660 - $894,927	-9,026 Reduced 43.57%	11,690 $1.06 Million
Q2 2023 Aug 09, 2023	BUY	$85.9 - $93.7 $1.78 Million - $1.94 Million	20,716 New	20,716 $1.88 Million
Q1 2022 May 02, 2022	SELL	$94.42 - $114.54 $174,865 - $212,128	-1,852 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	$104.77 - $116.15 $146,887 - $162,842	-1,402 Reduced 43.09%	1,852 $204,000
Q3 2021 Oct 12, 2021	SELL	$97.62 - $110.73 $5.02 Million - $5.7 Million	-51,453 Reduced 94.05%	3,254 $340,000
Q2 2021 Jul 28, 2021	BUY	$93.65 - $103.34 $5.12 Million - $5.65 Million	54,707 New	54,707 $5.58 Million
Q4 2018 Jan 15, 2019	SELL	$52.67 - $63.57 $959,594 - $1.16 Million	-18,219 Closed	0 $0
Q3 2018 Oct 10, 2018	BUY	$62.23 - $67.19 $311 - $335	5 Added 0.03%	18,219 $1.13 Million
Q2 2018 Aug 07, 2018	BUY	$64.1 - $68.99 $543,247 - $584,690	8,475 Added 87.02%	18,214 $1.17 Million
Q1 2018 May 10, 2018	BUY	$62.08 - $70.28 $20,920 - $23,684	337 Added 3.58%	9,739 $637,000
Q4 2017 Feb 12, 2018	BUY	$57.17 - $63.57 $537,512 - $597,685	9,402	9,402 $590,000

Others Institutions Holding IAI

# of Institutions

196

Shares Held

6.7M

Call Options Held

38K

Put Options Held

103K

View Full List

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