Amj Financial Wealth Management Ishares Tr Us Broker Dealers & Transaction History

Amj Financial Wealth Management

$335 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$104.77 - $116.15 $408,812 - $453,217	-3,902 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$97.62 - $110.73 $380,913 - $432,068	3,902 New	3,902 $407,000

Others Institutions Holding IAI

# of Institutions

198

Shares Held

5.85M

Call Options Held

38K

Put Options Held

125K

Raymond James & Associates St Petersburg, FL

880K
Shares

$154 Million
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

710K
Shares

$124 Million
0.04% of portfolio
Harel Insurance Investments & Financial Services Ltd.

640K
Shares

$112 Million
1.24% of portfolio
Morgan Stanley New York, NY

470K
Shares

$82.1 Million
0.0% of portfolio
Two Sigma Investments, LP New York, NY

197K
Shares

$34.4 Million
0.06% of portfolio

About ISHARES TR US BROKER-DEALERS &

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