Navis Wealth Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History

Navis Wealth Advisors, LLC

  • $129 Million
  • Q3 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 2,500 shares of IAI stock, worth $433,075. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,500
Previous 2,500 -0.0%
Holding current value
$433,075
Previous $422,000 4.74%
% of portfolio
0.34%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 18, 2021
SELL
$79.16 - $96.74 $118,740 - $145,110
-1,500 Reduced 37.5%
2,500 $230,000
Q4 2020

Mar 04, 2021
BUY
$61.29 - $79.54 $245,160 - $318,160
4,000 New
4,000 $318,000

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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