Cetera Investment Advisers’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.6M | Sell |
33,134
-4,517
| -12% | -$764K | 0.01% | 1122 |
|
2025
Q1 | $5.28M | Sell |
37,651
-21,285
| -36% | -$2.98M | 0.01% | 1079 |
|
2024
Q4 | $8.49M | Buy |
58,936
+17,395
| +42% | +$2.51M | 0.02% | 780 |
|
2024
Q3 | $5.34M | Buy |
41,541
+34
| +0.1% | +$4.37K | 0.01% | 971 |
|
2024
Q2 | $4.85M | Buy |
41,507
+30,792
| +287% | +$3.6M | 0.01% | 1017 |
|
2024
Q1 | $1.24M | Buy |
+10,715
| New | +$1.24M | ﹤0.01% | 1910 |
|
2023
Q2 | – | Sell |
-2,336
| Closed | -$214K | – | 2234 |
|
2023
Q1 | $214K | Sell |
2,336
-9,884
| -81% | -$906K | ﹤0.01% | 1914 |
|
2022
Q4 | $1.17M | Buy |
12,220
+8,483
| +227% | +$815K | 0.01% | 927 |
|
2022
Q3 | $319K | Buy |
+3,737
| New | +$319K | 0.01% | 1230 |
|
2022
Q1 | – | Sell |
-2,429
| Closed | -$268K | – | 1920 |
|
2021
Q4 | $268K | Sell |
2,429
-2,711
| -53% | -$299K | ﹤0.01% | 1552 |
|
2021
Q3 | $537K | Buy |
5,140
+139
| +3% | +$14.5K | 0.01% | 1101 |
|
2021
Q2 | $510K | Sell |
5,001
-2,909
| -37% | -$297K | 0.01% | 1116 |
|
2021
Q1 | $729K | Buy |
+7,910
| New | +$729K | 0.01% | 795 |
|