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 $13.6 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares
92,472
Previous 77,735 18.96%
Holding current value
$13.6 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
195
Shares Held
10.5M
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
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