Morgan Rosel Wealth Management, LLC Ishares Tr Transaction History
Morgan Rosel Wealth Management, LLC
- $292 Million
- Q4 2024
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 12,414 shares of IXUS stock, worth $864,883. This represents 0.28% of its overall portfolio holdings.
Number of Shares
12,414
Previous 12,414
-0.0%
Holding current value
$864,883
Previous $901,000
8.88%
% of portfolio
0.28%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding IXUS
# of Institutions
853Shares Held
484MCall Options Held
1.9KPut Options Held
700-
Black Rock Inc. New York, NY265MShares$18.5 Billion0.41% of portfolio
-
Acorns Advisers, LLC Irvine, CA34.2MShares$2.38 Billion21.9% of portfolio
-
Alliancebernstein L.P. New York, NY24MShares$1.67 Billion0.57% of portfolio
-
Envestnet Asset Management Inc11MShares$769 Million0.24% of portfolio
-
Factory Mutual Insurance CO Waltham, MA8.6MShares$599 Million6.28% of portfolio