Argonautica Private Wealth Management, Inc Ishares Tr Transaction History

Argonautica Private Wealth Management, Inc

$292 Billion
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 02, 2023	BUY	$25.86 - $28.52 $31,523 - $34,765	1,219 Added 3.65%	34,595 $911 Million
Q1 2023 May 03, 2023	BUY	$26.54 - $29.5 $149,260 - $165,908	5,624 Added 20.27%	33,376 $918 Million
Q4 2022 Feb 09, 2023	BUY	$22.26 - $27.56 $617,759 - $764,845	27,752 New	27,752 $754 Million

Others Institutions Holding IDV

# of Institutions

463

Shares Held

82.3M

Call Options Held

24.7K

Put Options Held

23.3K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$325 Million
0.03% of portfolio
River & Mercantile LLC Waltham, MA

7.33M
Shares

$220 Million
36.78% of portfolio
Morgan Stanley New York, NY

6.62M
Shares

$199 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.29M
Shares

$159 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.64M
Shares

$109 Million
0.03% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Argonautica Private Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Argonautica Private Wealth Management, Inc with notifications on news.

Account