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 $307,152. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,160
Previous 3,166
0.19%
Holding current value
$307,152
Previous $268,000
1.87%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding IYR
# of Institutions
575Shares Held
31.3MCall Options Held
6.83MPut Options Held
5.86M-
Wealth Navi Inc.4.39MShares$427 Million5.11% of portfolio
-
Morgan Stanley New York, NY3.06MShares$297 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$230 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.24MShares$121 Million0.02% of portfolio
-
Wolverine Trading, LLC Chicago, IL1.11MShares$108 Million0.1% of portfolio