Herold Advisors, Inc. Ishares Tr Transaction History

Herold Advisors, Inc.

$439 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 20, 2022	SELL	$29.77 - $31.71 $18,457 - $19,660	-620 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$30.42 - $32.96 $18,860 - $20,435	620 New	620 $18,000

Others Institutions Holding IDV

# of Institutions

504

Shares Held

79.1M

Call Options Held

40.6K

Put Options Held

53.6K

Bank Of America Corp Charlotte, NC

10.7M
Shares

$360 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.96M
Shares

$234 Million
0.02% of portfolio
Envestnet Asset Management Inc

4.76M
Shares

$160 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.9M
Shares

$131 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

2.69M
Shares

$90.4 Million
0.02% of portfolio

About ISHARES TR

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