Phillips Wealth Planners LLC Ishares Tr Us Broker Dealers & Transaction History

Phillips Wealth Planners LLC

  • $94.9 Billion
  • Q2 2024

A detailed history of Phillips Wealth Planners LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 2,551 shares of IAI stock, worth $320,354. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,551
Previous 2,544 0.28%
Holding current value
$320,354
Previous $280 Million 9.83%
% of portfolio
0.32%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$109.7 - $120.13 $767 - $840
7 Added 0.28%
2,551 $307 Million
Q1 2024

Apr 29, 2024
BUY
$103.68 - $116.01 $263,761 - $295,129
2,544 New
2,544 $280 Million

Others Institutions Holding IAI

# of Institutions
140
Shares Held
7.47M
Call Options Held
4.7K
Put Options Held
300
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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