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

Wespac Advisors So Cal, LLC

  • $426 Million
  • Q3 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 77,735 shares of IAI stock, worth $11.9 Million. This represents 2.35% of its overall portfolio holdings.

Number of Shares
77,735
Previous 76,050 2.22%
Holding current value
$11.9 Million
Previous $8.89 Million 12.38%
% of portfolio
2.35%
Previous 2.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
161
Shares Held
9.03M
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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