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 45,603 shares of IAI stock, worth $6.58 Million. This represents 4.2% of its overall portfolio holdings.

Number of Shares
45,603
Previous 46,992 2.96%
Holding current value
$6.58 Million
Previous $5.49 Million 6.7%
% of portfolio
4.2%
Previous 4.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR US BROKER-DEALERS &


  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
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