Nwam LLC Ishares Tr Transaction History

Nwam LLC

$339 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$26.54 - $29.5 $41,296 - $45,902	1,556 Added 16.69%	10,877 $299,000
Q4 2022 Feb 07, 2023	BUY	$22.26 - $27.56 $207,485 - $256,886	9,321 New	9,321 $253,000

Others Institutions Holding IDV

# of Institutions

463

Shares Held

82.3M

Call Options Held

24.7K

Put Options Held

23.3K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$325 Million
0.03% of portfolio
River & Mercantile LLC Waltham, MA

7.33M
Shares

$220 Million
36.78% of portfolio
Morgan Stanley New York, NY

6.62M
Shares

$199 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.29M
Shares

$159 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.64M
Shares

$109 Million
0.03% of portfolio

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