1 NORTH WEALTH SERVICES LLC IAI Holdings History
1 NORTH WEALTH SERVICES LLC's iShares U.S. Broker-Dealers ETF Holding Summary
As of 2025-06-30, 1 NORTH WEALTH SERVICES LLC held 19,391.00 shares of iShares U.S. Broker-Dealers ETF(IAI), totaling $3.28 Mil. This investment constitutes 1.3% of their stock portfolio, and 1 NORTH WEALTH SERVICES LLC now holds 0.23% 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 2 sales at an average price of $148.70 for 17,450.00 shares. Based on historical transaction data and IAI's current price of $173.14, 1 NORTH WEALTH SERVICES LLC's estimated gain on his IAI holdings is $686,149.41, reflecting a 13.03% gain to date.
1 NORTH WEALTH SERVICES LLC IAI ($173.14) Holding Chart
1 NORTH WEALTH SERVICES LLC IAI ($173.14) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
