Global Retirement Partners, LLC Ishares Tr Us Broker Dealers & Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Global Retirement Partners, LLC holds 453 shares of IAI stock, worth $76,525. This represents 0.0% of its overall portfolio holdings.

Number of Shares

453

Previous 408 11.03%

Holding current value

$76,525

Previous $52,000 25.0%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$127.59 - $153.41 $5,741 - $6,903	45 Added 11.03%	453 $65,000
Q3 2024 Oct 16, 2024	BUY	$115.73 - $128.74 $8,564 - $9,526	74 Added 22.16%	408 $52,000
Q2 2024 Jul 23, 2024	BUY	$109.7 - $120.13 $6,582 - $7,207	60 Added 21.9%	334 $39,000
Q1 2024 Apr 23, 2024	SELL	$103.68 - $116.01 $73,612 - $82,367	-710 Reduced 72.15%	274 $31,000
Q4 2023 Jan 18, 2024	SELL	$85.18 - $109.1 $25,213 - $32,293	-296 Reduced 23.13%	984 $106,000
Q3 2023 Oct 13, 2023	SELL	$89.26 - $99.15 $14,013 - $15,566	-157 Reduced 10.93%	1,280 $116,000
Q2 2023 Jul 20, 2023	SELL	$85.9 - $93.7 $89,593 - $97,729	-1,043 Reduced 42.06%	1,437 $130,000
Q1 2023 May 05, 2023	BUY	$87.46 - $104.89 $93,319 - $111,917	1,067 Added 75.51%	2,480 $227,000
Q4 2022 Feb 13, 2023	BUY	$85.82 - $103.08 $600 - $721	7 Added 0.5%	1,413 $135,000
Q3 2022 Nov 03, 2022	BUY	$81.8 - $99.58 $572 - $697	7 Added 0.5%	1,406 $135,000
Q2 2022 Jul 15, 2022	BUY	$81.32 - $99.97 $569 - $699	7 Added 0.5%	1,399 $117,000
Q1 2022 Jul 14, 2022	BUY	$94.42 - $114.54 $131,432 - $159,439	1,392 New	1,392 $121,000
Q4 2021 Jan 21, 2022	SELL	$104.77 - $116.15 $85,597 - $94,894	-817 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$97.62 - $110.73 $32,019 - $36,319	328 Added 67.08%	817 $85,000
Q2 2021 Jul 15, 2021	SELL	$93.65 - $103.34 $6,836 - $7,543	-73 Reduced 12.99%	489 $50,000
Q1 2021 Apr 14, 2021	BUY	$79.16 - $96.74 $20,660 - $25,249	261 Added 86.71%	562 $52,000
Q4 2020 Jan 13, 2021	BUY	$61.29 - $79.54 $10,358 - $13,442	169 Added 128.03%	301 $24,000
Q3 2020 Oct 09, 2020	BUY	$59.2 - $65.28 $2,723 - $3,002	46 Added 53.49%	132 $8,000
Q1 2020 Apr 28, 2020	SELL	$43.05 - $72.21 $3,917 - $6,571	-91 Reduced 51.41%	86 $4,000
Q3 2019 Nov 19, 2019	BUY	$61.2 - $66.75 $61 - $66	1 Added 0.57%	177 $11,000
Q2 2019 Nov 19, 2019	SELL	$60.17 - $64.18 $20,818 - $22,206	-346 Reduced 66.28%	176 $11,000
Q1 2019 May 07, 2019	BUY	$55.33 - $62.51 $165 - $187	3 Added 0.58%	522 $31,000
Q4 2018 Feb 22, 2019	BUY	$52.67 - $63.57 $263 - $317	5 Added 0.97%	519 $29,000
Q3 2018 Oct 17, 2018	BUY	$62.23 - $67.19 $62 - $67	1 Added 0.19%	514 $32,000
Q4 2017 Aug 13, 2018	BUY	$57.17 - $63.57 $24,182 - $26,890	423 Added 470.0%	513 $32,000
Q3 2017 Aug 10, 2018	BUY	$55.6 - $57.16 $5,004 - $5,144	90	90 $5,000

Others Institutions Holding IAI

# of Institutions

200

Shares Held

6.71M

Call Options Held

38K

Put Options Held

103K

View Full List

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Global Retirement Partners, LLC Ishares Tr Us Broker Dealers & Transaction History