Sound Stewardship, LLC Ishares Tr Transaction History
Sound Stewardship, LLC
- $165 Billion
- Q2 2024
A detailed history of Sound Stewardship, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sound Stewardship, LLC holds 59,749 shares of IDV stock, worth $1.73 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
59,749
Previous 62,435
4.3%
Holding current value
$1.73 Million
Previous $1.75 Billion
5.57%
% of portfolio
1.0%
Previous 1.06%
Shares
7 transactions
Others Institutions Holding IDV
# of Institutions
460Shares Held
76.7MCall Options Held
83.2KPut Options Held
22.3K-
Bank Of America Corp Charlotte, NC10.6MShares$308 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.7MShares$194 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.3MShares$154 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.77MShares$110 Million0.03% of portfolio
-
Ubs Group Ag2.96MShares$85.8 Million0.02% of portfolio