Southern Capital Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History

Southern Capital Advisors, LLC

$208 Million
Q3 2025

A detailed history of Southern Capital Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Southern Capital Advisors, LLC holds 3,606 shares of IAI stock, worth $624,667. This represents 0.31% of its overall portfolio holdings.

Number of Shares

3,606

Previous 3,644 1.04%

Holding current value

$624,667

Previous $616,000 3.41%

% of portfolio

0.31%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$168.93 - $178.7 $6,419 - $6,790	-38 Reduced 1.04%	3,606 $637,000
Q2 2025 Jul 16, 2025	SELL	$122.04 - $169.14 $15,499 - $21,480	-127 Reduced 3.37%	3,644 $616,000
Q1 2025 Apr 22, 2025	BUY	$134.68 - $159.3 $507,878 - $600,720	3,771 New	3,771 $528,000
Q2 2023 Aug 03, 2023	SELL	$85.9 - $93.7 $250,398 - $273,135	-2,915 Reduced 33.51%	5,784 $524,000
Q1 2023 Apr 27, 2023	SELL	$87.46 - $104.89 $166,086 - $199,186	-1,899 Reduced 17.92%	8,699 $797,000

Q4 2022 Jan 20, 2023	SELL	$85.82 - $103.08 $1.61 Million - $1.93 Million	-18,702 Reduced 63.83%	10,598 $0
Q3 2022 Oct 20, 2022	BUY	$81.8 - $99.58 $87,526 - $106,550	1,070 Added 3.79%	29,300 $2.5 Million
Q2 2022 Jul 20, 2022	SELL	$81.32 - $99.97 $158,980 - $195,441	-1,955 Reduced 6.48%	28,230 $2.37 Million
Q1 2022 May 04, 2022	BUY	$94.42 - $114.54 $390,615 - $473,851	4,137 Added 15.88%	30,185 $3.02 Million
Q4 2021 Feb 04, 2022	BUY	$104.77 - $116.15 $2.73 Million - $3.03 Million	26,048 New	26,048 $2.87 Million

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 &

Ticker IAI
Sector ETFs
Industry ETFs

More about IAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Southern Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Southern Capital Advisors, LLC with notifications on news.

Account

Southern Capital Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History