Hbw Advisory Services LLC Ishares Tr Us Broker Dealers & Transaction History

Hbw Advisory Services LLC

$726 Million
Q2 2025

A detailed history of Hbw Advisory Services LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Hbw Advisory Services LLC holds 2,968 shares of IAI stock, worth $518,005. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,968

Previous 3,295 9.92%

Holding current value

$518,005

Previous $459,000 9.37%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 02, 2025	SELL	$122.04 - $169.14 $39,907 - $55,308	-327 Reduced 9.92%	2,968 $502,000
Q1 2025 Apr 09, 2025	SELL	$134.68 - $159.3 $54,814 - $64,835	-407 Reduced 10.99%	3,295 $459,000
Q4 2024 Jan 10, 2025	SELL	$127.59 - $153.41 $59,712 - $71,795	-468 Reduced 11.22%	3,702 $533,000
Q3 2024 Oct 04, 2024	SELL	$115.73 - $128.74 $1.09 Million - $1.21 Million	-9,423 Reduced 69.32%	4,170 $536,000
Q2 2024 Jul 05, 2024	BUY	$109.7 - $120.13 $1.49 Million - $1.63 Million	13,593 New	13,593 $1.59 Million
Q4 2021 Jan 11, 2022	SELL	$104.77 - $116.15 $1.58 Million - $1.75 Million	-15,087 Closed	0 $0
Q3 2021 Oct 08, 2021	BUY	$97.62 - $110.73 $1.47 Million - $1.67 Million	15,087 New	15,087 $1.58 Million

Others Institutions Holding IAI

# of Institutions

194

Shares Held

6.23M

Call Options Held

25.7K

Put Options Held

130K

View Full List

About ISHARES TR US BROKER-DEALERS &

Ticker IAI
Sector ETFs
Industry ETFs

More about IAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbw Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbw Advisory Services LLC with notifications on news.

Account

Hbw Advisory Services LLC Ishares Tr Us Broker Dealers & Transaction History