Cary Street Partners Financial LLC ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Number of Shares
8,789
Previous 8,762 0.31%
Holding current value
$464 Million
Previous $459 Million 1.2%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
27 Added 0.31%
8,789 $464 Million
Q1 2025

May 09, 2025
SELL
N/A
-50 Reduced 0.57%
8,762 $459 Million
Q4 2024

Feb 14, 2025
BUY
N/A
8,812 New
8,812 $458 Million
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