Independent Solutions Wealth Management, LLC Ishares Tr Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Dec 19, 2024	SELL	$22.53 - $28.47 $261,573 - $330,536	-11,610 Closed	0 $0
Q2 2022 Dec 19, 2024	BUY	$26.84 - $32.0 $311,612 - $371,520	11,610 New	11,610 $315 Million

Others Institutions Holding IDV

# of Institutions

480

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$295 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.84M
Shares

$188 Million
0.02% of portfolio
Envestnet Asset Management Inc

5.38M
Shares

$148 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.76M
Shares

$103 Million
0.03% of portfolio
Ubs Group Ag

2.66M
Shares

$72.9 Million
0.02% of portfolio

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About ISHARES TR

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