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

Sfi Advisors, LLC

$148 Million
Q3 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 39,820 shares of IAI stock, worth $6.78 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares

39,820

Previous 40,485 1.64%

Holding current value

$6.78 Million

Previous $6.85 Million 2.86%

% of portfolio

4.77%

Previous 4.98%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$168.93 - $178.7 $112,338 - $118,835	-665 Reduced 1.64%	39,820 $7.04 Million
Q2 2025 Aug 11, 2025	SELL	$122.04 - $169.14 $346,105 - $479,681	-2,836 Reduced 6.55%	40,485 $6.85 Million
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

6.28M

Call Options Held

25.7K

Put Options Held

127K

View Full List

About ISHARES TR US BROKER-DEALERS &

Ticker IAI
Sector ETFs
Industry ETFs

More about IAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sfi Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sfi Advisors, LLC with notifications on news.

Account