Reliant Wealth Planning Ishares Tr Transaction History

Reliant Wealth Planning

$217 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Sep 03, 2020	SELL	$17.43 - $27.44 $10.1 Million - $16 Million	-581,443 Closed	0 $0
Q4 2019 Sep 03, 2020	BUY	$24.8 - $27.18 $14.4 Million - $15.8 Million	581,443 New	581,443 $15.7 Million

Others Institutions Holding INTF

# of Institutions

136

Shares Held

37.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

7.77M
Shares

$241 Million
14.4% of portfolio
Halbert Hargrove Global Advisors, LLC

2.73M
Shares

$84.7 Million
4.63% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.44M
Shares

$75.8 Million
14.08% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$75.7 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.76M
Shares

$54.5 Million
5.74% of portfolio

About ISHARES TR

Ticker INTF
Sector ETFs
Industry ETFs

More about INTF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Reliant Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Reliant Wealth Planning with notifications on news.