Beck Capital Management, LLC Ishares Tr Transaction History

Beck Capital Management, LLC

$325 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	N/A	-7,211 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-1,290 Reduced 15.17%	7,211 $238,000
Q4 2017 Feb 14, 2018	BUY	N/A	8,501	8,501 $287,000

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

$330 Million
0.03% of portfolio
River & Mercantile LLC Waltham, MA

7.33M
Shares

$223 Million
36.78% of portfolio
Morgan Stanley New York, NY

6.62M
Shares

$202 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.29M
Shares

$161 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.64M
Shares

$111 Million
0.03% of portfolio

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