Orion Portfolio Solutions, LLC Ishares Tr Transaction History

Orion Portfolio Solutions, LLC

$9.52 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$17.43 - $27.44 $17,447 - $27,467	-1,001 Reduced 95.88%	43 $1,000
Q4 2019 Feb 14, 2020	BUY	$24.8 - $27.18 $25,891 - $28,375	1,044 New	1,044 $28,000

Others Institutions Holding INTF

# of Institutions

162

Shares Held

46M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

8.51M
Shares

$265 Million
14.65% of portfolio
Halbert Hargrove Global Advisors, LLC

3.14M
Shares

$97.7 Million
5.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.52M
Shares

$78.5 Million
14.86% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$75.8 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.83M
Shares

$56.9 Million
5.43% of portfolio

About ISHARES TR

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