Greenleaf Trust Ishares Tr Transaction History

Greenleaf Trust

$11.2 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 12, 2020	SELL	$19.4 - $24.22 $407,128 - $508,280	-20,986 Closed	0 $0
Q1 2019 May 08, 2019	SELL	N/A	-158 Reduced 0.75%	20,986 $553,000
Q4 2018 Feb 07, 2019	BUY	N/A	158 Added 0.75%	21,144 $501,000
Q2 2018 Aug 07, 2018	BUY	N/A	20,986 New	20,986 $580,000

Others Institutions Holding INTF

# of Institutions

147

Shares Held

39.8M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

7.88M
Shares

$231 Million
14.75% of portfolio
Halbert Hargrove Global Advisors, LLC

2.86M
Shares

$83.8 Million
4.97% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.5M
Shares

$73.2 Million
14.96% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$71.5 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.79M
Shares

$52.5 Million
5.78% of portfolio

About ISHARES TR

Ticker INTF
Sector ETFs
Industry ETFs

More about INTF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenleaf Trust, based on Form 13F filings with the SEC.

News

Stay updated on Greenleaf Trust with notifications on news.