Wespac Advisors So Cal, LLC Ishares Tr Us Broker Dealers & Transaction History

Wespac Advisors So Cal, LLC

$480 Million
Q4 2025

A detailed history of Wespac Advisors So Cal, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 98,767 shares of IAI stock, worth $17.1 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares

98,767

Previous 97,406 1.4%

Holding current value

$17.1 Million

Previous $17.2 Million 0.7%

% of portfolio

3.56%

Previous 3.8%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$170.22 - $179.29 $231,669 - $244,013	1,361 Added 1.4%	98,767 $17.1 Million
Q3 2025 Oct 22, 2025	SELL	$168.93 - $178.7 $142,070 - $150,286	-841 Reduced 0.86%	97,406 $17.2 Million
Q2 2025 Jul 30, 2025	SELL	$122.04 - $169.14 $28,069 - $38,902	-230 Reduced 0.23%	98,247 $16.6 Million
Q1 2025 May 06, 2025	BUY	$134.68 - $159.3 $808,753 - $956,596	6,005 Added 6.49%	98,477 $13.8 Million
Q4 2024 Jan 24, 2025	BUY	$127.59 - $153.41 $1.88 Million - $2.26 Million	14,737 Added 18.96%	92,472 $13.3 Million

Q3 2024 Nov 06, 2024	BUY	$115.73 - $128.74 $195,005 - $216,926	1,685 Added 2.22%	77,735 $9.99 Million
Q2 2024 Jul 23, 2024	BUY	$109.7 - $120.13 $985,106 - $1.08 Million	8,980 Added 13.39%	76,050 $8.89 Million
Q1 2024 Apr 18, 2024	BUY	$103.68 - $116.01 $6.95 Million - $7.78 Million	67,070 New	67,070 $7.78 Million

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Wespac Advisors So Cal, LLC Ishares Tr Us Broker Dealers & Transaction History