Glassman Wealth Services Ishares Tr Transaction History

Glassman Wealth Services

$542 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$25.86 - $28.52 $4,266 - $4,705	165 New	165 $4,000
Q2 2019 Aug 08, 2019	SELL	N/A	-630 Closed	0 $0
Q1 2019 May 10, 2019	BUY	N/A	630 New	630 $19,000

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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