S. R. Schill & Associates Ishares Tr Transaction History

S. R. Schill & Associates

$228 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	BUY	$22.26 - $27.56 $3 Million - $3.71 Million	134,780 New	134,780 $0

Others Institutions Holding IDV

# of Institutions

465

Shares Held

82.4M

Call Options Held

24.7K

Put Options Held

23.3K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$321 Million
0.03% of portfolio
River & Mercantile LLC Waltham, MA

7.33M
Shares

$218 Million
36.78% of portfolio
Morgan Stanley New York, NY

6.62M
Shares

$197 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.29M
Shares

$157 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.64M
Shares

$108 Million
0.03% of portfolio

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of S. R. Schill & Associates, based on Form 13F filings with the SEC.

News

Stay updated on S. R. Schill & Associates with notifications on news.