Aprio Wealth Management, LLC Ishares Tr Us Broker Dealers & Transaction History

Aprio Wealth Management, LLC

  • $902 Million
  • Q3 2025

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 5,462 shares of IAI stock, worth $946,182. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,462
Previous 5,481 0.35%
Holding current value
$946,182
Previous $927,000 4.21%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 12, 2025
SELL
$168.93 - $178.7 $3,209 - $3,395
-19 Reduced 0.35%
5,462 $966,000
Q2 2025

Aug 14, 2025
SELL
$122.04 - $169.14 $35,025 - $48,543
-287 Reduced 4.98%
5,481 $927,000
Q1 2025

May 15, 2025
BUY
$134.68 - $159.3 $290,370 - $343,450
2,156 Added 59.69%
5,768 $808,000
Q4 2024

Jan 10, 2025
BUY
$127.59 - $153.41 $460,855 - $554,116
3,612 New
3,612 $520,000

Others Institutions Holding IAI

# of Institutions
199
Shares Held
6.47M
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
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