Ellis Investment Partners, LLC Ishares Tr Transaction History
Ellis Investment Partners, LLC
- $469 Million
- Q1 2025
A detailed history of Ellis Investment Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ellis Investment Partners, LLC holds 38,667 shares of IDV stock, worth $1.25 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
38,667Holding current value
$1.25 Million% of portfolio
0.26%Shares
17 transactions
Others Institutions Holding IDV
# of Institutions
502Shares Held
78.2MCall Options Held
35.7KPut Options Held
52.4K-
Bank Of America Corp Charlotte, NC10.6MShares$342 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$213 Million0.01% of portfolio
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Envestnet Asset Management Inc4.76MShares$154 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.9MShares$126 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA2.69MShares$86.8 Million0.02% of portfolio