Jackson Wealth Management, LLC Ishares Tr Us Broker Dealers & Transaction History

Jackson Wealth Management, LLC

  • $725 Million
  • Q3 2025

A detailed history of Jackson Wealth Management, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 5,229 shares of IAI stock, worth $905,819. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,229
Previous 5,089 2.75%
Holding current value
$905,819
Previous $860,000 7.44%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
BUY
$168.93 - $178.7 $23,650 - $25,018
140 Added 2.75%
5,229 $924,000
Q2 2025

Jul 21, 2025
BUY
$122.04 - $169.14 $13,180 - $18,267
108 Added 2.17%
5,089 $860,000
Q1 2025

Apr 29, 2025
BUY
$134.68 - $159.3 $3,636 - $4,301
27 Added 0.55%
4,981 $697,000
Q4 2024

Jan 27, 2025
BUY
$127.59 - $153.41 $632,080 - $759,993
4,954 New
4,954 $713,000
Q4 2022

Feb 10, 2023
BUY
$85.82 - $103.08 $3.47 Million - $4.17 Million
40,440 New
40,440 $3.89 Million

Others Institutions Holding IAI

# of Institutions
200
Shares Held
6.48M
Call Options Held
8.9K
Put Options Held
34.5K
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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