Sequent Planning LLC Ishares Tr Transaction History

Sequent Planning LLC

$276 Billion
Q1 2024

A detailed history of Sequent Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Sequent Planning LLC holds 28,416 shares of INTF stock, worth $830,599. This represents 0.31% of its overall portfolio holdings.

Number of Shares

28,416

Holding current value

$830,599

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$27.37 - $29.88 $777,745 - $849,070	28,416 New	28,416 $848 Million

Others Institutions Holding INTF

# of Institutions

135

Shares Held

33.9M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

6.99M
Shares

$204 Million
13.5% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.5M
Shares

$73 Million
14.57% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$71.3 Million
3.22% of portfolio
Integrated Wealth Concepts LLC

2M
Shares

$58.5 Million
0.89% of portfolio
Clearwater Capital Advisors, LLC

1.78M
Shares

$51.9 Million
5.94% of portfolio

View Full List

About ISHARES TR

Ticker INTF
Sector ETFs
Industry ETFs

More about INTF

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