Ignite Planners, LLC Ishares Tr Us Broker Dealers & Transaction History

Ignite Planners, LLC

$419 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	BUY	$87.46 - $104.89 $49,065 - $58,843	561 Added 12.72%	4,973 $455,000
Q4 2022 Feb 02, 2023	BUY	$85.82 - $103.08 $378,637 - $454,788	4,412 New	4,412 $424,000

Others Institutions Holding IAI

# of Institutions

147

Shares Held

7.62M

Call Options Held

4.7K

Put Options Held

300

Envestnet Asset Management Inc

1.25M
Shares

$173 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.13M
Shares

$156 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

880K
Shares

$122 Million
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

803K
Shares

$111 Million
0.04% of portfolio
Truist Financial Corp

787K
Shares

$109 Million
0.14% of portfolio

About ISHARES TR US BROKER-DEALERS &

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