Chicago Wealth Management, Inc. Ishares Tr Us Broker Dealers & Transaction History

Chicago Wealth Management, Inc.

$210 Million
Q2 2025

A detailed history of Chicago Wealth Management, Inc. transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Chicago Wealth Management, Inc. holds 78,408 shares of IAI stock, worth $13.8 Million. This represents 6.33% of its overall portfolio holdings.

Number of Shares

78,408

Previous 79,150 0.94%

Holding current value

$13.8 Million

Previous $11.1 Million 19.59%

% of portfolio

6.33%

Previous 6.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$122.04 - $169.14 $90,553 - $125,501	-742 Reduced 0.94%	78,408 $13.3 Million
Q1 2025 May 14, 2025	BUY	$134.68 - $159.3 $264,915 - $313,343	1,967 Added 2.55%	79,150 $11.1 Million
Q4 2024 Feb 07, 2025	BUY	$127.59 - $153.41 $555,399 - $667,793	4,353 Added 5.98%	77,183 $11.1 Million
Q3 2024 Nov 12, 2024	BUY	$115.73 - $128.74 $132,973 - $147,922	1,149 Added 1.6%	72,830 $9.36 Million
Q2 2024 Aug 14, 2024	BUY	$109.7 - $120.13 $7.86 Million - $8.61 Million	71,681 New	71,681 $8.38 Million

Others Institutions Holding IAI

# of Institutions

195

Shares Held

6.25M

Call Options Held

25.7K

Put Options Held

130K

View Full List

About ISHARES TR US BROKER-DEALERS &

Ticker IAI
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Chicago Wealth Management, Inc. Ishares Tr Us Broker Dealers & Transaction History