Hoey Investments, Inc Ishares Tr Transaction History

Hoey Investments, Inc

$530 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 10, 2020	SELL	$21.21 - $27.95 $17,625 - $23,226	-831 Closed	0 $0
Q4 2019 Jan 10, 2020	BUY	$29.79 - $33.61 $24,755 - $27,929	831 New	831 $28,000

Others Institutions Holding IDV

# of Institutions

463

Shares Held

82.3M

Call Options Held

24.7K

Put Options Held

23.3K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$325 Million
0.03% of portfolio
River & Mercantile LLC Waltham, MA

7.33M
Shares

$220 Million
36.78% of portfolio
Morgan Stanley New York, NY

6.62M
Shares

$199 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.29M
Shares

$159 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.64M
Shares

$109 Million
0.03% of portfolio

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