Arete Wealth Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 16,266 shares of IAI stock, worth $2.82 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
16,266
Previous 13,712 18.63%
Holding current value
$2.82 Million
Previous $2.32 Million 24.06%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Nov 12, 2025
BUY
$168.93 - $178.7 $431,447 - $456,399
2,554 Added 18.63%
16,266 $2.88 Million
Q2 2025

Aug 14, 2025
BUY
$122.04 - $169.14 $1.43 Million - $1.98 Million
11,701 Added 581.85%
13,712 $2.32 Million
Q1 2025

May 15, 2025
SELL
$134.68 - $159.3 $84,713 - $100,199
-629 Reduced 23.83%
2,011 $282,000
Q4 2024

Feb 12, 2025
SELL
$127.59 - $153.41 $88,419 - $106,313
-693 Reduced 20.79%
2,640 $380,000
Q3 2024

Nov 14, 2024
BUY
$115.73 - $128.74 $385,728 - $429,090
3,333 New
3,333 $428,000

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
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