Institute For Wealth Management, Llc. Ishares Tr Transaction History
Institute For Wealth Management, Llc.
- $788 Million
- Q4 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,992 shares of IHE stock, worth $796,040. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,992
Previous 11,027
0.32%
Holding current value
$796,040
Previous $778,000
7.2%
% of portfolio
0.09%
Previous 0.1%
Shares
14 transactions
Others Institutions Holding IHE
# of Institutions
166Shares Held
5.61MCall Options Held
100Put Options Held
0-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.23MShares$234 Million0.09% of portfolio
-
Morgan Stanley New York, NY381KShares$27.6 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY189KShares$13.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC164KShares$11.9 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6102KShares$7.36 Million0.0% of portfolio