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Meitav Investment House’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-483,524
Closed -$52.5M – 273
2023
Q4 		$52.5M Buy
483,524
+14,576
+3% +$1.39M 0.77% 38
2023
Q3 		$43.4M Buy
468,948
+33,812
+8% +$3.2M 0.7% 43
2023
Q2 		$39.4M Sell
435,136
-9,830
-2% -$881K 0.63% 46
2023
Q1 		$41.2M Sell
444,966
-213,467
-32% -$21M 0.71% 45
2022
Q4 		$63.8M Sell
658,433
-72,521
-10% -$6.95M 1.1% 21
2022
Q3 		$62.8M Buy
730,954
+686,790
+1,555% +$62.8M 1.11% 21
2022
Q2 		$3.71M Hold
44,164
– – 0.06% 156
2022
Q1 		$4.41M Sell
44,164
-771,166
-95% -$81.3M 0.07% 169
2021
Q4 		$89.9M Buy
815,330
+246,537
+43% +$27.4M 1.46% 15
2021
Q3 		$59.4M Buy
568,793
+67,712
+14% +$7.13M 0.97% 33
2021
Q2 		$51.1M Sell
501,081
-155,000
-24% -$15.3M 1.31% 19
2021
Q1 		$60.5K Buy
656,081
+257,400
+65% +$22.8M 1.69% 11
2020
Q4 		$31.7M Buy
398,681
+367,170
+1,165% +$25.7M 1.24% 30
2020
Q3 		$1.95M Buy
31,511
+14,759
+88% +$922K 0.1% 114
2020
Q2 		$1M Buy
16,752
+2,083
+14% +$122K 0.06% 161
2020
Q1 		$751K Buy
+14,669
New +$947K 0.06% 181
2019
Q4 		– Sell
-16,752
Closed -$1.08M – 445
2019
Q3 		$1.08M Buy
+16,752
New +$1.08M 0.08% 150
2019
Q2 		– Sell
-21,502
Closed -$1.26M – 455
2019
Q1 		$1.26M Buy
21,502
+16,302
+314% +$978K 0.07% 162
2018
Q4 		$289K Sell
5,200
-215,027
-98% -$12.9M 0.02% 263
2018
Q3 		$13.8M Sell
220,227
-339,780
-61% -$22.1M 0.67% 45
2018
Q2 		$41M Buy
560,007
+197,937
+55% +$13.2M 1.83% 12
2018
Q1 		$23.7M Buy
362,070
+313,239
+641% +$20.7M 1.21% 27
2017
Q4 		$3.05M Buy
+48,831
New +$2.91M 0.18% 80

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Meitav Investment House's IAI Position: Q1 2024 in Review

Meitav Investment House sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2024, closing a stake of 483,524 shares — an estimated $52.5M sold.

Meitav Investment House first reported a position in IAI in Q4 2017 and held it in 23 quarters. The position peaked at $89.9M in Q4 2021. 92 funds tracked by Wall St. Rank hold IAI as of Q1 2024.

  • Meitav Investment House reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 483,524 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2024, an estimated $52.5M.
  • Meitav Investment House first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2017 and held it in 23 quarters.
  • Meitav Investment House's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $89.9M in Q4 2021.
  • 92 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.