Wespac Advisors So Cal, LLC Ishares Tr Us Broker Dealers & Transaction History

Wespac Advisors So Cal, LLC

  • $435 Million
  • Q4 2024

A detailed history of Wespac Advisors So Cal, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 92,472 shares of IAI stock, worth $13 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares
92,472
Previous 77,735 18.96%
Holding current value
$13 Million
Previous $9.99 Million 33.34%
% of portfolio
3.07%
Previous 2.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$127.59 - $153.41 $1.88 Million - $2.26 Million
14,737 Added 18.96%
92,472 $13.3 Million
Q3 2024

Nov 06, 2024
BUY
$115.73 - $128.74 $195,005 - $216,926
1,685 Added 2.22%
77,735 $9.99 Million
Q2 2024

Jul 23, 2024
BUY
$109.7 - $120.13 $985,106 - $1.08 Million
8,980 Added 13.39%
76,050 $8.89 Million
Q1 2024

Apr 18, 2024
BUY
$103.68 - $116.01 $6.95 Million - $7.78 Million
67,070 New
67,070 $7.78 Million

Others Institutions Holding IAI

# of Institutions
191
Shares Held
8.01M
Call Options Held
26.7K
Put Options Held
7.1K
View Full List

About ISHARES TR US BROKER-DEALERS &

IAI Quotes by TradingView
  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
Track This Portfolio

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email