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

Trinity Point Wealth, LLC

  • $680 Million
  • Q3 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 15,256 shares of IAI stock, worth $2.27 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
15,256
Previous 15,311 0.36%
Holding current value
$2.27 Million
Previous $1.79 Million 9.55%
% of portfolio
0.29%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
159
Shares Held
8.99M
Call Options Held
5.4K
Put Options Held
300
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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