Arkadios Wealth Advisors Ishares Tr Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$28.11 - $30.24 $3,457 - $3,719	-123 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	$29.11 - $31.55 $2,911 - $3,155	100 Added 434.78%	123 $3,000
Q4 2019 Feb 14, 2020	BUY	$24.8 - $27.18 $570 - $625	23 New	23 $0

Others Institutions Holding INTF

# of Institutions

147

Shares Held

39.8M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

7.88M
Shares

$231 Million
14.75% of portfolio
Halbert Hargrove Global Advisors, LLC

2.86M
Shares

$83.8 Million
4.97% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.5M
Shares

$73.2 Million
14.96% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$71.5 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.79M
Shares

$52.5 Million
5.78% of portfolio

About ISHARES TR

Ticker INTF
Sector ETFs
Industry ETFs

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