Gerber Kawasaki Wealth & Investment Management Ishares Tr Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$29.77 - $31.71 $29 - $31	-1 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$30.42 - $32.96 $30 - $32	1 New	1 $1,000

Others Institutions Holding IDV

# of Institutions

479

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$304 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.84M
Shares

$193 Million
0.02% of portfolio
Envestnet Asset Management Inc

5.38M
Shares

$152 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.76M
Shares

$106 Million
0.03% of portfolio
Ubs Group Ag

2.66M
Shares

$75 Million
0.02% of portfolio

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About ISHARES TR

Ticker IDV
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