Mascagni Wealth Management, Inc. Ishares Tr Transaction History

Mascagni Wealth Management, Inc.

$101 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 21, 2025	BUY	$28.54 - $31.26 $7,877 - $8,627	276 New	276 $7.93 Million

Others Institutions Holding INTF

# of Institutions

160

Shares Held

46.1M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

8.51M
Shares

$274 Million
14.65% of portfolio
Halbert Hargrove Global Advisors, LLC

3.18M
Shares

$103 Million
5.63% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.52M
Shares

$81.3 Million
14.86% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$78.6 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.83M
Shares

$59 Million
5.43% of portfolio

About ISHARES TR

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