Integris Wealth Management, LLC Ishares Tr Transaction History
Integris Wealth Management, LLC
- $346 Billion
- Q2 2024
A detailed history of Integris Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Integris Wealth Management, LLC holds 17,596 shares of IDV stock, worth $521,369. This represents 0.14% of its overall portfolio holdings.
Number of Shares
17,596
Previous 17,546
0.28%
Holding current value
$521,369
Previous $492 Million
1.04%
% of portfolio
0.14%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding IDV
# of Institutions
463Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$321 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$217 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$196 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$157 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$108 Million0.03% of portfolio