Fulcrum Equity Management Ishares Tr Us Broker Dealers & Transaction History

Fulcrum Equity Management

  • $95.5 Million
  • Q4 2024

A detailed history of Fulcrum Equity Management transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Fulcrum Equity Management holds 8,194 shares of IAI stock, worth $1.14 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
8,194
Holding current value
$1.14 Million
% of portfolio
1.24%

Shares

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

Mar 24, 2025
BUY
$127.59 - $153.41 $1.05 Million - $1.26 Million
8,194 New
8,194 $1.18 Million
Q2 2022

Jul 18, 2022
SELL
$81.32 - $99.97 $2.72 Million - $3.35 Million
-33,482 Closed
0 $0
Q1 2022

Apr 15, 2022
SELL
$94.42 - $114.54 $253,140 - $307,081
-2,681 Reduced 7.41%
33,482 $3.34 Million
Q4 2021

Jan 25, 2022
BUY
$104.77 - $116.15 $3.79 Million - $4.2 Million
36,163 New
36,163 $3.99 Million

Others Institutions Holding IAI

# of Institutions
197
Shares Held
10.5M
Call Options Held
26.7K
Put Options Held
7.1K
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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