Independent Solutions Wealth Management, LLC Ishares Tr Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Dec 19, 2024	SELL	$58.3 - $63.56 $229,643 - $250,362	-3,939 Closed	0 $0
Q4 2022 Dec 19, 2024	BUY	$50.56 - $60.03 $199,155 - $236,458	3,939 New	3,939 $228 Million

Others Institutions Holding IXUS

# of Institutions

823

Shares Held

484M

Call Options Held

12K

Put Options Held

6.7K

Black Rock Inc. New York, NY

265M
Shares

$18.3 Billion
0.41% of portfolio
Acorns Advisers, LLC Irvine, CA

31M
Shares

$2.14 Billion
22.28% of portfolio
Alliancebernstein L.P. New York, NY

23.1M
Shares

$1.59 Billion
0.58% of portfolio
Envestnet Asset Management Inc

11.4M
Shares

$786 Million
0.27% of portfolio
Factory Mutual Insurance CO Waltham, MA

8.6M
Shares

$594 Million
6.28% of portfolio

View Full List

About ISHARES TR

Ticker IXUS
Sector ETFs
Industry ETFs

More about IXUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Account