Shira Ridge Wealth Management Ishares U S ETF Tr Transaction History
Shira Ridge Wealth Management
- $249 Billion
- Q4 2025
A detailed history of Shira Ridge Wealth Management transactions in Ishares U S ETF Tr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 17,095 shares of IETC stock, worth $1.73 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
17,095
Previous 17,203
0.63%
Holding current value
$1.73 Million
Previous $1.75 Billion
0.96%
% of portfolio
0.7%
Previous 0.74%
Shares
10 transactions
Others Institutions Holding IETC
# of Institutions
136Shares Held
4.15MCall Options Held
20.3KPut Options Held
0-
Vestor Capital, LLC Chicago, IL724KShares$73.3 Million5.49% of portfolio
-
Gradient Investments LLC674KShares$68.2 Million1.37% of portfolio
-
Kozak & Associates, Inc. Highlands Ranch, CO641KShares$64.9 Million12.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC253KShares$25.6 Million0.01% of portfolio
-
Beacon Harbor Wealth Advisors, Inc.128KShares$13 Million3.2% of portfolio