Institutional & Family Asset Management, LLC Ishares Tr Transaction History
Institutional & Family Asset Management, LLC
- $846 Million
- Q2 2024
A detailed history of Institutional & Family Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 133,653 shares of IDV stock, worth $3.98 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
133,653
Previous 187,143
28.58%
Holding current value
$3.98 Million
Previous $5.25 Million
29.52%
% of portfolio
0.44%
Previous 0.64%
Shares
19 transactions
Others Institutions Holding IDV
# of Institutions
463Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$322 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$218 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$197 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$108 Million0.03% of portfolio