Dougherty Wealth Advisers LLC Ishares Tr Transaction History
Dougherty Wealth Advisers LLC
- $135 Million
- Q1 2025
A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Tr stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 50,399 shares of IXUS stock, worth $3.62 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
50,399
Previous 49,540
1.73%
Holding current value
$3.62 Million
Previous $3.28 Million
7.39%
% of portfolio
2.61%
Previous 2.55%
Shares
26 transactions
Others Institutions Holding IXUS
# of Institutions
864Shares Held
486MCall Options Held
1.9KPut Options Held
700-
Black Rock Inc. New York, NY265MShares$19.1 Billion0.41% of portfolio
-
Acorns Advisers, LLC Irvine, CA34.2MShares$2.46 Billion21.9% of portfolio
-
Alliancebernstein L.P. New York, NY24MShares$1.72 Billion0.57% of portfolio
-
Envestnet Asset Management Inc11.4MShares$820 Million0.27% of portfolio
-
Factory Mutual Insurance CO Waltham, MA8.57MShares$616 Million7.06% of portfolio