A detailed history of Ascent Group, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Ascent Group, LLC holds 1,925 shares of IAI stock, worth $282,551. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,925
Previous 2,123 9.33%
Holding current value
$282,551
Previous $248,000 0.4%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$115.73 - $128.74 $22,914 - $25,490
-198 Reduced 9.33%
1,925 $247,000
Q2 2024

Aug 14, 2024

BUY
$109.7 - $120.13 $232,893 - $255,035
2,123 New
2,123 $248,000
Q1 2023

May 10, 2023

SELL
$87.46 - $104.89 $130,665 - $156,705
-1,494 Reduced 6.18%
22,676 $2.08 Million
Q4 2022

Feb 16, 2023

BUY
$85.82 - $103.08 $2.07 Million - $2.49 Million
24,170 New
24,170 $2.32 Million

Others Institutions Holding IAI

About ISHARES TR US BROKER-DEALERS &


  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
Track This Portfolio

Track Ascent Group, LLC Portfolio

Follow Ascent Group, LLC 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 Ascent Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ascent Group, LLC with notifications on news.