Bergan Kdv Wealth Management, LLC Ishares Tr Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 3,160 shares of IYR stock, worth $317,137. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,160
Previous 3,166
0.19%
Holding current value
$317,137
Previous $268,000
1.87%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding IYR
# of Institutions
595Shares Held
56.3MCall Options Held
11.4MPut Options Held
13.1M-
Barclays PLC London, X010MShares$1 Billion0.27% of portfolio
-
Morgan Stanley New York, NY5.94MShares$596 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY5.33MShares$535 Million0.09% of portfolio
-
Wealth Navi Inc.4.39MShares$440 Million5.11% of portfolio
-
Cibc World Markets Corp New York, NY3.63MShares$364 Million2.75% of portfolio