Sfi Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History

Sfi Advisors, LLC

$130 Million
Q1 2025

A detailed history of Sfi Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Sfi Advisors, LLC holds 43,321 shares of IAI stock, worth $7.56 Million. This represents 4.68% of its overall portfolio holdings.

Number of Shares

43,321

Previous 44,392 2.41%

Holding current value

$7.56 Million

Previous $6.4 Million 5.11%

% of portfolio

4.68%

Previous 4.54%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$134.68 - $159.3 $144,242 - $170,610	-1,071 Reduced 2.41%	43,321 $6.07 Million
Q4 2024 Feb 14, 2025	SELL	$127.59 - $153.41 $154,511 - $185,779	-1,211 Reduced 2.66%	44,392 $6.4 Million
Q3 2024 Nov 13, 2024	SELL	$115.73 - $128.74 $160,748 - $178,819	-1,389 Reduced 2.96%	45,603 $5.86 Million
Q2 2024 Aug 14, 2024	SELL	$109.7 - $120.13 $82,275 - $90,097	-750 Reduced 1.57%	46,992 $5.49 Million
Q1 2024 May 13, 2024	BUY	$103.68 - $116.01 $47,485 - $53,132	458 Added 0.97%	47,742 $5.54 Million
Q4 2023 Jan 30, 2024	SELL	$85.18 - $109.1 $190,718 - $244,274	-2,239 Reduced 4.52%	47,284 $5.13 Million
Q3 2023 Oct 30, 2023	SELL	$89.26 - $99.15 $45,701 - $50,764	-512 Reduced 1.02%	49,523 $4.51 Million
Q2 2023 Aug 18, 2023	SELL	$85.9 - $93.7 $73,186 - $79,832	-852 Reduced 1.67%	50,035 $4.54 Million
Q1 2023 May 15, 2023	SELL	$87.46 - $104.89 $261,680 - $313,830	-2,992 Reduced 5.55%	50,887 $4.66 Million
Q4 2022 Feb 10, 2023	SELL	$85.82 - $103.08 $151,472 - $181,936	-1,765 Reduced 3.17%	53,879 $5.18 Million
Q3 2022 Nov 09, 2022	BUY	$81.8 - $99.58 $25,685 - $31,268	314 Added 0.57%	55,644 $4.75 Million
Q2 2022 Aug 11, 2022	SELL	$81.32 - $99.97 $4,309 - $5,298	-53 Reduced 0.1%	55,330 $4.65 Million
Q1 2022 May 16, 2022	BUY	$94.42 - $114.54 $10,575 - $12,828	112 Added 0.2%	55,383 $5.53 Million
Q4 2021 Feb 15, 2022	BUY	$104.77 - $116.15 $5.79 Million - $6.42 Million	55,271 New	55,271 $6.25 Million

Others Institutions Holding IAI

# of Institutions

195

Shares Held

5.82M

Call Options Held

38K

Put Options Held

125K

View Full List

About ISHARES TR US BROKER-DEALERS &

Ticker IAI
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