Sequent Planning LLC Ishares Tr Transaction History

Sequent Planning LLC

$290 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	SELL	$28.57 - $30.77 $65,139 - $70,155	-2,280 Reduced 8.02%	26,136 $768 Million
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

147

Shares Held

39.8M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

7.88M
Shares

$231 Million
14.75% of portfolio
Halbert Hargrove Global Advisors, LLC

2.86M
Shares

$83.8 Million
4.97% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.5M
Shares

$73.2 Million
14.96% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$71.5 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.79M
Shares

$52.5 Million
5.78% of portfolio

About ISHARES TR

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