Schrum Private Wealth Management LLC Ishares Tr Transaction History

Schrum Private Wealth Management LLC

$124 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$28.08 - $31.79 $212,958 - $241,095	7,584 New	7,584 $238,000

Others Institutions Holding INTF

# of Institutions

183

Shares Held

67M

Call Options Held

0

Put Options Held

0

Northwestern Mutual Wealth Management CO

15.9M
Shares

$570 Million
0.4% of portfolio
Strategic Financial Services, Inc, Utica, NY

8.58M
Shares

$308 Million
15.94% of portfolio
Halbert Hargrove Global Advisors, LLC

3.2M
Shares

$115 Million
5.78% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.85M
Shares

$102 Million
17.56% of portfolio
Invesco Ltd. Atlanta, GA

2.52M
Shares

$90.5 Million
0.02% of portfolio

About ISHARES TR

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