True Private Wealth Advisors Ishares Tr Us Broker Dealers & Transaction History

True Private Wealth Advisors

$851 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$85.82 - $103.08 $1.26 Million - $1.51 Million	14,687 New	14,687 $1.41 Million

Others Institutions Holding IAI

# of Institutions

147

Shares Held

7.62M

Call Options Held

4.7K

Put Options Held

300

Envestnet Asset Management Inc

1.25M
Shares

$173 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.13M
Shares

$156 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

880K
Shares

$122 Million
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

803K
Shares

$111 Million
0.04% of portfolio
Truist Financial Corp

787K
Shares

$109 Million
0.14% of portfolio

About ISHARES TR US BROKER-DEALERS &

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