Reliant Wealth Planning Ishares Tr Transaction History

Reliant Wealth Planning

$231 Million
Q3 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

148

Shares Held

39.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

7.88M
Shares

$225 Million
14.75% of portfolio
Halbert Hargrove Global Advisors, LLC

2.86M
Shares

$81.6 Million
4.97% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.5M
Shares

$71.3 Million
14.96% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$69.6 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.79M
Shares

$51.1 Million
5.78% of portfolio

About ISHARES TR

Ticker INTF
Sector ETFs
Industry ETFs

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