Client 1 St Advisory Group, LLC Ishares Tr Transaction History

Client 1 St Advisory Group, LLC

$230 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$22.26 - $27.56 $212,672 - $263,308	9,554 New	9,554 $259,000

Others Institutions Holding IDV

# of Institutions

465

Shares Held

82.4M

Call Options Held

24.7K

Put Options Held

23.3K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$321 Million
0.03% of portfolio
River & Mercantile LLC Waltham, MA

7.33M
Shares

$218 Million
36.78% of portfolio
Morgan Stanley New York, NY

6.62M
Shares

$197 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.29M
Shares

$157 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.64M
Shares

$108 Million
0.03% of portfolio

About ISHARES TR

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