1 NORTH WEALTH SERVICES LLC IAI Holdings History
1 NORTH WEALTH SERVICES LLC's iShares U.S. Broker-Dealers ETF Holding Summary
As of 2025-03-31, 1 NORTH WEALTH SERVICES LLC held 19,588.00 shares of iShares U.S. Broker-Dealers ETF(IAI), totaling $2.74 Mil. This investment constitutes 1.27% of their stock portfolio, and 1 NORTH WEALTH SERVICES LLC now holds 0.24% of the outstanding iShares U.S. Broker-Dealers ETF(IAI) stock.
The initial trade took place in 2018Q4. And since then 1 NORTH WEALTH SERVICES LLC has made 1 purchases of IAI, at an average price of $142.94, for a total of 36,841.00 shares. In addition, there have been 1 sales at an average price of $148.71 for 17,253.00 shares. Based on historical transaction data and IAI's current price of $171.42, 1 NORTH WEALTH SERVICES LLC's estimated gain on his IAI holdings is $657,499.28, reflecting a 12.49% gain to date.
1 NORTH WEALTH SERVICES LLC IAI ($171.42) Holding Chart
1 NORTH WEALTH SERVICES LLC IAI ($171.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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