Minich Mac Gregor Wealth Management, LLC Ishares Tr Us Broker Dealers & Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $457 Million
  • Q4 2024

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 79,781 shares of IAI stock, worth $10.7 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares
79,781
Previous 81,610 2.24%
Holding current value
$10.7 Million
Previous $10.5 Million 9.58%
% of portfolio
2.51%
Previous 2.36%

Shares

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

Jan 17, 2025
SELL
$127.59 - $153.41 $233,362 - $280,586
-1,829 Reduced 2.24%
79,781 $11.5 Million
Q3 2024

Oct 30, 2024
BUY
$115.73 - $128.74 $9.44 Million - $10.5 Million
81,610 New
81,610 $10.5 Million
Q2 2023

Jul 13, 2023
SELL
$85.9 - $93.7 $7.03 Million - $7.67 Million
-81,820 Reduced 95.22%
4,106 $372,000
Q1 2023

Apr 19, 2023
BUY
$87.46 - $104.89 $7.41 Million - $8.89 Million
84,776 Added 7371.83%
85,926 $7.87 Million
Q4 2022

Jan 09, 2023
BUY
$85.82 - $103.08 $98,692 - $118,542
1,150 New
1,150 $0
Q2 2022

Jul 13, 2022
SELL
$81.32 - $99.97 $4.55 Million - $5.6 Million
-55,972 Closed
0 $0
Q1 2022

Apr 26, 2022
SELL
$94.42 - $114.54 $45,699 - $55,437
-484 Reduced 0.86%
55,972 $5.59 Million
Q4 2021

Jan 18, 2022
BUY
$104.77 - $116.15 $145,211 - $160,983
1,386 Added 2.52%
56,456 $6.22 Million
Q3 2021

Nov 03, 2021
BUY
$97.62 - $110.73 $35,631 - $40,416
365 Added 0.67%
55,070 $5.75 Million
Q2 2021

Aug 02, 2021
BUY
$93.65 - $103.34 $5.12 Million - $5.65 Million
54,705 New
54,705 $5.58 Million
Q1 2020

Apr 21, 2020
SELL
$43.05 - $72.21 $1.26 Million - $2.12 Million
-29,379 Closed
0 $0
Q4 2019

Jan 13, 2020
SELL
$60.27 - $68.92 $62,138 - $71,056
-1,031 Reduced 3.39%
29,379 $2.01 Million
Q3 2019

Oct 21, 2019
SELL
$61.2 - $66.75 $27,478 - $29,970
-449 Reduced 1.46%
30,410 $1.96 Million
Q2 2019

Aug 05, 2019
BUY
$60.17 - $64.18 $56,439 - $60,200
938 Added 3.13%
30,859 $1.97 Million
Q1 2019

Apr 16, 2019
BUY
$55.33 - $62.51 $1.66 Million - $1.87 Million
29,921 New
29,921 $1.8 Million
Q4 2018

Jan 17, 2019
SELL
$52.67 - $63.57 $4.61 Million - $5.56 Million
-87,464 Closed
0 $0
Q3 2018

Oct 17, 2018
BUY
$62.23 - $67.19 $647,005 - $698,574
10,397 Added 13.49%
87,464 $5.45 Million
Q2 2018

Jul 13, 2018
BUY
$64.1 - $68.99 $292,296 - $314,594
4,560 Added 6.29%
77,067 $4.98 Million
Q1 2018

Jul 03, 2018
BUY
$62.08 - $70.28 $4.5 Million - $5.1 Million
72,507 New
72,507 $4.74 Million
Q2 2017

Jul 02, 2018
SELL
N/A
-850 Closed
0 $0
Q4 2016

Jun 28, 2018
SELL
N/A
-1,517 Reduced 64.09%
850 $42,000
Q3 2016

Jun 28, 2018
SELL
N/A
-2,642 Reduced 52.75%
2,367 $98,000
Q2 2016

Jun 28, 2018
BUY
N/A
12 Added 0.24%
5,009 $180,000
Q1 2016

Jun 28, 2018
SELL
N/A
-78,282 Reduced 94.0%
4,997 $187,000
Q4 2015

Jun 27, 2018
BUY
N/A
83,279
83,279 $3.64 Million

Others Institutions Holding IAI

# of Institutions
194
Shares Held
10.7M
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
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