LPL Financial’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 | $63.3M | Buy |
374,163
+263,082
| +237% | +$44.5M | 0.02% | 656 |
|
2025
Q1 | $15.6M | Sell |
111,081
-91,857
| -45% | -$12.9M | 0.01% | 1316 |
|
2024
Q4 | $29.2M | Buy |
202,938
+61,864
| +44% | +$8.91M | 0.01% | 887 |
|
2024
Q3 | $18.1M | Buy |
141,074
+5,332
| +4% | +$685K | 0.01% | 1096 |
|
2024
Q2 | $15.9M | Buy |
135,742
+105,198
| +344% | +$12.3M | 0.01% | 1077 |
|
2024
Q1 | $3.54M | Sell |
30,544
-8,476
| -22% | -$983K | ﹤0.01% | 2043 |
|
2023
Q4 | $4.23M | Sell |
39,020
-4,607
| -11% | -$500K | ﹤0.01% | 1791 |
|
2023
Q3 | $3.97M | Buy |
43,627
+4,216
| +11% | +$384K | ﹤0.01% | 1724 |
|
2023
Q2 | $3.58M | Sell |
39,411
-2,184
| -5% | -$198K | ﹤0.01% | 1787 |
|
2023
Q1 | $3.81M | Sell |
41,595
-7,574
| -15% | -$694K | ﹤0.01% | 1676 |
|
2022
Q4 | $4.73M | Sell |
49,169
-6,411
| -12% | -$616K | ﹤0.01% | 1489 |
|
2022
Q3 | $4.75M | Sell |
55,580
-2,106
| -4% | -$180K | ﹤0.01% | 1413 |
|
2022
Q2 | $4.84M | Sell |
57,686
-19,507
| -25% | -$1.64M | ﹤0.01% | 1418 |
|
2022
Q1 | $7.71M | Buy |
77,193
+13,938
| +22% | +$1.39M | 0.01% | 1145 |
|
2021
Q4 | $6.97M | Sell |
63,255
-78,814
| -55% | -$8.69M | 0.01% | 1232 |
|
2021
Q3 | $14.8M | Buy |
142,069
+84,071
| +145% | +$8.78M | 0.01% | 752 |
|
2021
Q2 | $5.92M | Sell |
57,998
-57,427
| -50% | -$5.86M | 0.01% | 1220 |
|
2021
Q1 | $10.6M | Buy |
115,425
+91,259
| +378% | +$8.41M | 0.01% | 802 |
|
2020
Q4 | $1.92M | Sell |
24,166
-5,793
| -19% | -$461K | ﹤0.01% | 1693 |
|
2020
Q3 | $1.86M | Sell |
29,959
-4,051
| -12% | -$251K | ﹤0.01% | 1500 |
|
2020
Q2 | $2.04M | Sell |
34,010
-11,337
| -25% | -$679K | ﹤0.01% | 1340 |
|
2020
Q1 | $2.32M | Sell |
45,347
-3,137
| -6% | -$161K | 0.01% | 1101 |
|
2019
Q4 | $3.32M | Sell |
48,484
-2,515
| -5% | -$172K | 0.01% | 1047 |
|
2019
Q3 | $3.28M | Buy |
50,999
+969
| +2% | +$62.3K | 0.01% | 974 |
|
2019
Q2 | $3.16M | Sell |
50,030
-1,896
| -4% | -$120K | 0.01% | 990 |
|
2019
Q1 | $3.05M | Sell |
51,926
-4,501
| -8% | -$265K | 0.01% | 959 |
|
2018
Q4 | $3.16M | Sell |
56,427
-21,358
| -27% | -$1.2M | 0.01% | 881 |
|
2018
Q3 | $4.84M | Sell |
77,785
-32,813
| -30% | -$2.04M | 0.01% | 753 |
|
2018
Q2 | $7.09M | Sell |
110,598
-88
| -0.1% | -$5.64K | 0.02% | 578 |
|
2018
Q1 | $7.24M | Buy |
110,686
+2,458
| +2% | +$161K | 0.02% | 547 |
|
2017
Q4 | $6.79M | Buy |
108,228
+49,728
| +85% | +$3.12M | 0.02% | 540 |
|
2017
Q3 | $3.34M | Buy |
58,500
+7,762
| +15% | +$444K | 0.01% | 752 |
|
2017
Q2 | $2.7M | Sell |
50,738
-7,244
| -12% | -$386K | 0.01% | 786 |
|
2017
Q1 | $2.95M | Sell |
57,982
-74,003
| -56% | -$3.76M | 0.02% | 644 |
|
2016
Q4 | $6.59M | Buy |
131,985
+93,882
| +246% | +$4.68M | 0.05% | 329 |
|
2016
Q3 | $1.58M | Buy |
+38,103
| New | +$1.58M | 0.02% | 892 |
|
2016
Q2 | – | Sell |
-17,000
| Closed | -$622K | – | 2780 |
|
2016
Q1 | $622K | Sell |
17,000
-29,594
| -64% | -$1.08M | ﹤0.01% | 2009 |
|
2015
Q4 | $1.88M | Buy |
46,594
+20,581
| +79% | +$830K | 0.01% | 1217 |
|
2015
Q3 | $1.02M | Sell |
26,013
-17,079
| -40% | -$668K | 0.01% | 1231 |
|
2015
Q2 | $1.89M | Buy |
43,092
+27,010
| +168% | +$1.19M | 0.01% | 933 |
|
2015
Q1 | $688K | Sell |
16,082
-9,680
| -38% | -$414K | ﹤0.01% | 1623 |
|
2014
Q4 | $1.1M | Sell |
25,762
-3,722
| -13% | -$159K | 0.01% | 1237 |
|
2014
Q3 | $1.14M | Buy |
29,484
+3,330
| +13% | +$129K | 0.01% | 1181 |
|
2014
Q2 | $985K | Sell |
26,154
-83,734
| -76% | -$3.15M | 0.01% | 1330 |
|
2014
Q1 | $4.24M | Buy |
109,888
+125
| +0.1% | +$4.83K | 0.03% | 500 |
|
2013
Q4 | $4.24M | Sell |
109,763
-12,921
| -11% | -$499K | 0.03% | 491 |
|
2013
Q3 | $4.1M | Buy |
122,684
+87,746
| +251% | +$2.94M | 0.03% | 478 |
|
2013
Q2 | $1.08M | Buy |
+34,938
| New | +$1.08M | 0.01% | 1082 |
|