Ae Wealth Management LLC Ishares Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 25 shares of INTF stock, worth $775. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$775

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$28.54 - $31.26 $713 - $781	25 New	25 $0

Others Institutions Holding INTF

# of Institutions

160

Shares Held

46M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

8.51M
Shares

$264 Million
14.65% of portfolio
Halbert Hargrove Global Advisors, LLC

3.14M
Shares

$97.4 Million
5.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.52M
Shares

$78.2 Million
14.86% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$75.6 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.83M
Shares

$56.7 Million
5.43% of portfolio

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About ISHARES TR

Ticker INTF
Sector ETFs
Industry ETFs

More about INTF

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