Wealthsource Partners, LLC Ishares Tr Us Broker Dealers & Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$94.42 - $114.54 $626,004 - $759,400	-6,630 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$104.77 - $116.15 $694,625 - $770,074	6,630 New	6,630 $731,000

Others Institutions Holding IAI

# of Institutions

200

Shares Held

6.28M

Call Options Held

25.7K

Put Options Held

127K

Raymond James & Associates St Petersburg, FL

880K
Shares

$153 Million
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

684K
Shares

$119 Million
0.05% of portfolio
Harel Insurance Investments & Financial Services Ltd.

640K
Shares

$111 Million
1.02% of portfolio
Morgan Stanley New York, NY

462K
Shares

$80.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

374K
Shares

$65.1 Million
0.02% of portfolio

About ISHARES TR US BROKER-DEALERS &

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