BBA
IAI icon

Braun-Bostich & Associates’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Braun-Bostich & Associates’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-211,591
Closed -$22.3M – 103
2021
Q4 		$22.3M Buy
+211,591
New +$23.5M 5.32% 8

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Braun-Bostich & Associates's IAI Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2022, closing a stake of 211,591 shares — an estimated $22.3M sold.

Braun-Bostich & Associates first reported a position in IAI in Q4 2021 and held it in 1 quarter. The position peaked at $22.3M in Q4 2021. 110 funds tracked by Wall St. Rank hold IAI as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 211,591 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2022, an estimated $22.3M.
  • Braun-Bostich & Associates first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2021 and held it in 1 quarter.
  • Braun-Bostich & Associates's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $22.3M in Q4 2021.
  • 110 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.