Arkadios Wealth Advisors Ishares Tr Transaction History

Arkadios Wealth Advisors

$1.4 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 19, 2021	SELL	$30.42 - $32.96 $638 - $692	-21 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$24.08 - $29.73 $505 - $624	21 New	21 $0

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

About ISHARES TR

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