Carmichael Hill & Associates, Inc. Ishares Tr Focused Value Facto Transaction History

Carmichael Hill & Associates, Inc.

$279 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$54.63 - $59.16 $1,693 - $1,833	-31 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	$42.2 - $55.08 $1,308 - $1,707	31 New	31 $2,000

Others Institutions Holding FOVL

# of Institutions

19

Shares Held

213K

Call Options Held

0

Put Options Held

0

Retirement Capital Strategies

63.4K
Shares

$4.67 Million
1.7% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

40.4K
Shares

$2.97 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

39.9K
Shares

$2.94 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

22.7K
Shares

$1.67 Million
0.0% of portfolio
Steward Partners Investment Advisory, LLC

14.5K
Shares

$1.06 Million
0.01% of portfolio

About ISHARES TR FOCUSED VALUE FACTO

Ticker FOVL
Sector ETFs
Industry ETFs

More about FOVL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Carmichael Hill & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carmichael Hill & Associates, Inc. with notifications on news.