Modern Wealth Management, LLC Ishares Tr Call Options Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding INTF

# of Institutions

187

Shares Held

73.4M

Call Options Held

0

Put Options Held

0

Northwestern Mutual Wealth Management CO

15.9M
Shares

$572 Million
0.4% of portfolio
Strategic Financial Services, Inc, Utica, NY

8.58M
Shares

$309 Million
15.94% of portfolio
Vantagepoint Investment Advisers LLC

6.43M
Shares

$232 Million
1.96% of portfolio
Halbert Hargrove Global Advisors, LLC

3.26M
Shares

$118 Million
5.79% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.85M
Shares

$103 Million
17.56% of portfolio

About ISHARES TR

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