Capital Analysts, LLC Ishares Tr Us Broker Dealers & Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	BUY	$85.82 - $103.08 $96,890 - $116,377	1,129 New	1,129 $109,000

Others Institutions Holding IAI

# of Institutions

173

Shares Held

9.05M

Call Options Held

5.4K

Put Options Held

300

Envestnet Asset Management Inc

1.26M
Shares

$195 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.17M
Shares

$182 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

880K
Shares

$136 Million
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

779K
Shares

$121 Million
0.04% of portfolio
Janney Montgomery Scott LLC

765K
Shares

$119 Million
0.31% of portfolio

About ISHARES TR US BROKER-DEALERS &

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