Capital Planning Advisors, LLC Ishares Tr Transaction History
Capital Planning Advisors, LLC
- $622 Million
- Q4 2024
A detailed history of Capital Planning Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 24,330 shares of IXUS stock, worth $1.74 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
24,330
Previous 24,317
0.05%
Holding current value
$1.74 Million
Previous $1.77 Million
8.89%
% of portfolio
0.26%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding IXUS
# of Institutions
853Shares Held
484MCall Options Held
1.9KPut Options Held
700-
Black Rock Inc. New York, NY265MShares$19 Billion0.41% of portfolio
-
Acorns Advisers, LLC Irvine, CA34.2MShares$2.45 Billion21.9% of portfolio
-
Alliancebernstein L.P. New York, NY24MShares$1.72 Billion0.57% of portfolio
-
Envestnet Asset Management Inc11MShares$791 Million0.24% of portfolio
-
Factory Mutual Insurance CO Waltham, MA8.6MShares$616 Million6.28% of portfolio