SFI Advisors, LLC IAI Holdings History
SFI Advisors, LLC's iShares U.S. Broker-Dealers ETF Holding Summary
As of 2025-03-31, SFI Advisors, LLC held 43,321.00 shares of iShares U.S. Broker-Dealers ETF(IAI), totaling $6.07 Mil. This investment constitutes 4.49% of their stock portfolio, and SFI Advisors, LLC now holds 0.54% of the outstanding iShares U.S. Broker-Dealers ETF(IAI) stock.
The initial trade took place in 2021Q4. And since then SFI Advisors, LLC has made 3 purchases of IAI, at an average price of $110.50, for a total of 56,155.00 shares. In addition, there have been 10 sales at an average price of $108.74 for 12,834.00 shares. Based on historical transaction data and IAI's current price of $174.63, SFI Advisors, LLC's estimated gain on his IAI holdings is $2.76 Mil, reflecting a 44.40% gain to date.
SFI Advisors, LLC IAI ($174.63) Holding Chart
SFI Advisors, LLC IAI ($174.63) 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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