Israel Englander’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Israel Englander’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
2024 Q4	–	Sell	-10,409	Closed	-$1.34M	–	6169
2024 Q3	$1.34M	Buy	10,409 +7,926	+319%	+$980K	﹤0.01%	4038
2024 Q2	$290K	Buy	+2,483	New	+$286K	﹤0.01%	4934
2015 Q4	–	Sell	-10,661	Closed	-$411K	–	3568
2015 Q3	$411K	Buy	+10,661	New	+$448K	﹤0.01%	2758
2015 Q1	–	Sell	-5,416	Closed	-$231K	–	3809
2014 Q4	$231K	Buy	+5,416	New	+$219K	﹤0.01%	3523

Other funds holding IAI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Israel Englander's IAI Position: Q4 2024 in Review

Israel Englander sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2024, closing a stake of 10,409 shares — an estimated $1.34M sold.

Israel Englander first reported a position in IAI in Q4 2014 and held it in 4 quarters. The position peaked at $1.34M in Q3 2024. 183 funds tracked by Wall St. Rank hold IAI as of Q4 2024.

Israel Englander reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2024 after selling out during the quarter.
Israel Englander sold 10,409 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2024, an estimated $1.34M.
Israel Englander first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2014 and held it in 4 quarters.
Israel Englander's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.34M in Q3 2024.
183 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2024.

Based on Millennium Management's 13F filing for Q4 2024, filed 14 Feb 2025.