Cary Street Partners Investment Advisory LLC Ishares Tr Transaction History

Cary Street Partners Investment Advisory LLC

$173 Billion
Q1 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$50.15 - $58.03 $54,362 - $62,904	1,084 New	1,084 $59,000

Others Institutions Holding ICF

# of Institutions

399

Shares Held

22.7M

Call Options Held

4.8K

Put Options Held

Northwestern Mutual Wealth Management CO

2.15M
Shares

$135 Million
0.11% of portfolio
Black Rock Inc. New York, NY

1.53M
Shares

$95.8 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

1.46M
Shares

$91.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.39M
Shares

$87.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

978K
Shares

$61.4 Million
0.0% of portfolio

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