Biltmore Family Office, LLC Ishares Tr Transaction History

Biltmore Family Office, LLC

$566 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 08, 2020	SELL	$17.43 - $27.44 $6,989 - $11,003	-401 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$24.8 - $27.18 $9,944 - $10,899	401 New	401 $11,000

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

$232 Million
14.75% of portfolio
Halbert Hargrove Global Advisors, LLC

2.86M
Shares

$84.3 Million
4.97% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.5M
Shares

$73.6 Million
14.96% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$71.9 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.79M
Shares

$52.8 Million
5.78% of portfolio

About ISHARES TR

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