Allworth Financial LP Ishares Tr Us Broker Dealers & Transaction History

Allworth Financial LP

  • $22 Billion
  • Q3 2025

A detailed history of Allworth Financial LP transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Allworth Financial LP holds 6,523 shares of IAI stock, worth $1.13 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,523
Previous 6,620 1.47%
Holding current value
$1.13 Million
Previous $1.12 Million 3.04%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 02, 2025
SELL
$168.93 - $178.7 $16,386 - $17,333
-97 Reduced 1.47%
6,523 $1.15 Million
Q2 2025

Aug 07, 2025
SELL
$122.04 - $169.14 $113,131 - $156,792
-927 Reduced 12.28%
6,620 $1.12 Million
Q1 2025

Apr 30, 2025
SELL
$134.68 - $159.3 $427,609 - $505,777
-3,175 Reduced 29.61%
7,547 $1.06 Million
Q4 2024

Jan 30, 2025
BUY
$127.59 - $153.41 $1.37 Million - $1.64 Million
10,722 New
10,722 $1.55 Million
Q4 2018

Feb 11, 2019
SELL
$52.67 - $63.57 $316 - $381
-6 Closed
0 $0
Q3 2018

Oct 30, 2018
BUY
$62.23 - $67.19 $373 - $403
6 New
6 $0

Others Institutions Holding IAI

# of Institutions
200
Shares Held
6.48M
Call Options Held
8.9K
Put Options Held
34.5K
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 Allworth Financial LP Portfolio

Follow Allworth Financial LP 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 Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email