Marcum Wealth, LLC Ishares Tr Us Broker Dealers & Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,504 shares of IAI stock, worth $389,797. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,504
Previous 2,697 7.16%
Holding current value
$389,797
Previous $346,000 4.05%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$127.59 - $153.41 $24,624 - $29,608
-193 Reduced 7.16%
2,504 $360,000
Q3 2024

Oct 08, 2024
SELL
$115.73 - $128.74 $7,522 - $8,368
-65 Reduced 2.35%
2,697 $346,000
Q2 2024

Jul 02, 2024
BUY
$109.7 - $120.13 $302,991 - $331,799
2,762 New
2,762 $322,000

Others Institutions Holding IAI

# of Institutions
166
Shares Held
9.08M
Call Options Held
5.4K
Put Options Held
300
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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