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

Sea Crest Wealth Management, LLC

  • $874 Million
  • Q2 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 2,494 shares of IAI stock, worth $438,669. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,494
Previous 2,626 5.03%
Holding current value
$438,669
Previous $366,000 15.03%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
$122.04 - $169.14 $16,109 - $22,326
-132 Reduced 5.03%
2,494 $421,000
Q1 2025

Apr 11, 2025
BUY
$134.68 - $159.3 $45,252 - $53,524
336 Added 14.67%
2,626 $366,000
Q4 2024

Jan 14, 2025
BUY
$127.59 - $153.41 $292,181 - $351,308
2,290 New
2,290 $329,000

Others Institutions Holding IAI

# of Institutions
195
Shares Held
6.25M
Call Options Held
25.7K
Put Options Held
130K
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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