Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 773,168 shares of INTF stock, worth $26.2 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

773,168

Previous 772,540 0.08%

Holding current value

$26.2 Million

Previous $23.8 Billion 99.9%

% of portfolio

0.78%

Previous 0.77%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 30, 2025	BUY	$28.43 - $31.96 $17,854 - $20,070	628 Added 0.08%	773,168 $23.8 Million
Q1 2025 May 15, 2025	BUY	$28.43 - $31.96 $8.42 Million - $9.47 Million	296,322 Added 62.22%	772,540 $23.8 Billion
Q4 2024 May 30, 2025	SELL	$28.54 - $31.26 $7.58 Million - $8.31 Million	-265,759 Reduced 34.4%	506,781 $14.6 Million
Q4 2024 May 29, 2025	SELL	$28.54 - $31.26 $20.6 Million - $22.6 Million	-723,330 Reduced 93.63%	49,210 $1.41 Million
Q4 2024 Feb 11, 2025	SELL	$28.54 - $31.26 $359,775 - $394,063	-12,606 Reduced 2.58%	476,218 $14.4 Billion
Q3 2024 May 30, 2025	SELL	$28.08 - $31.79 $8.18 Million - $9.26 Million	-291,361 Reduced 37.71%	481,179 $15.1 Million
Q3 2024 May 29, 2025	SELL	$28.08 - $31.79 $21.2 Million - $24 Million	-756,420 Reduced 97.91%	16,120 $506,000
Q3 2024 Nov 05, 2024	BUY	$28.08 - $31.79 $13.7 Million - $15.5 Million	488,824 New	488,824 $15.4 Billion

Others Institutions Holding INTF

# of Institutions

168

Shares Held

49.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker INTF
Sector ETFs
Industry ETFs

More about INTF

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Modern Wealth Management, LLC Ishares Tr Transaction History