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

Avitas Wealth Management LLC

  • $708 Million
  • Q4 2024

A detailed history of Avitas Wealth Management LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Avitas Wealth Management LLC holds 3,982 shares of IAI stock, worth $702,384. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,982
Previous 4,212 5.46%
Holding current value
$702,384
Previous $541,000 5.91%
% of portfolio
0.08%
Previous 0.08%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$127.59 - $153.41 $29,345 - $35,284
-230 Reduced 5.46%
3,982 $573,000
Q3 2024

Oct 25, 2024
SELL
$115.73 - $128.74 $6,133 - $6,823
-53 Reduced 1.24%
4,212 $541,000
Q2 2024

Jul 24, 2024
BUY
$109.7 - $120.13 $5,594 - $6,126
51 Added 1.21%
4,265 $498,000
Q1 2024

Apr 24, 2024
SELL
$103.68 - $116.01 $6,531 - $7,308
-63 Reduced 1.47%
4,214 $488,000
Q4 2023

Jan 24, 2024
BUY
$85.18 - $109.1 $5,536 - $7,091
65 Added 1.54%
4,277 $464,000
Q3 2023

Nov 02, 2023
BUY
$89.26 - $99.15 $128,712 - $142,974
1,442 Added 52.06%
4,212 $383,000
Q2 2023

Jul 18, 2023
BUY
$85.9 - $93.7 $3,951 - $4,310
46 Added 1.69%
2,770 $251,000
Q1 2023

May 15, 2023
BUY
$87.46 - $104.89 $43,117 - $51,710
493 Added 22.1%
2,724 $249,000
Q4 2022

Jan 10, 2023
BUY
$85.82 - $103.08 $191,464 - $229,971
2,231 New
2,231 $0
Q2 2022

Jul 29, 2022
SELL
$81.32 - $99.97 $164,022 - $201,639
-2,017 Closed
0 $0
Q1 2022

Apr 28, 2022
SELL
$94.42 - $114.54 $192,522 - $233,547
-2,039 Reduced 50.27%
2,017 $201,000
Q4 2021

Jan 26, 2022
SELL
$104.77 - $116.15 $6,600 - $7,317
-63 Reduced 1.53%
4,056 $447,000
Q3 2021

Oct 28, 2021
SELL
$97.62 - $110.73 $4,295 - $4,872
-44 Reduced 1.06%
4,119 $430,000
Q2 2021

Jul 12, 2021
BUY
$93.65 - $103.34 $5,338 - $5,890
57 Added 1.39%
4,163 $425,000
Q1 2021

May 13, 2021
BUY
$79.16 - $96.74 $1,424 - $1,741
18 Added 0.44%
4,106 $378,000
Q4 2020

Feb 26, 2021
BUY
$61.29 - $79.54 $250,553 - $325,159
4,088 New
4,088 $325,000
Q1 2020

May 13, 2020
SELL
$43.05 - $72.21 $190,324 - $319,240
-4,421 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$60.27 - $68.92 $2,410 - $2,756
-40 Reduced 0.9%
4,421 $303,000
Q3 2019

Oct 18, 2019
BUY
$61.2 - $66.75 $273,013 - $297,771
4,461 New
4,461 $287,000

Others Institutions Holding IAI

# of Institutions
201
Shares Held
6.44M
Call Options Held
38K
Put Options Held
103K
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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