Trinity Point Wealth, LLC Ishares Tr Us Broker Dealers & Transaction History

Trinity Point Wealth, LLC

$689 Million
Q4 2024

A detailed history of Trinity Point Wealth, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 14,652 shares of IAI stock, worth $2.54 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

14,652

Previous 15,256 3.96%

Holding current value

$2.54 Million

Previous $1.96 Million 7.65%

% of portfolio

0.31%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$127.59 - $153.41 $77,064 - $92,659	-604 Reduced 3.96%	14,652 $2.11 Million
Q3 2024 Nov 07, 2024	SELL	$115.73 - $128.74 $6,365 - $7,080	-55 Reduced 0.36%	15,256 $1.96 Million
Q2 2024 Jul 30, 2024	BUY	$109.7 - $120.13 $1.68 Million - $1.84 Million	15,311 New	15,311 $1.79 Million
Q2 2022 Aug 05, 2022	SELL	$81.32 - $99.97 $201,429 - $247,625	-2,477 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$94.42 - $114.54 $4,532 - $5,497	-48 Reduced 1.9%	2,477 $247,000

Q4 2021 Feb 11, 2022	SELL	$104.77 - $116.15 $10,477 - $11,615	-100 Reduced 3.81%	2,525 $278,000
Q3 2021 Nov 12, 2021	BUY	$97.62 - $110.73 $256,252 - $290,666	2,625 New	2,625 $274,000

Others Institutions Holding IAI

# of Institutions

200

Shares Held

6.48M

Call Options Held

8.9K

Put Options Held

34.5K

View Full List

About ISHARES TR US BROKER-DEALERS &

Ticker IAI
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Trinity Point Wealth, LLC Ishares Tr Us Broker Dealers & Transaction History