Sound Stewardship, LLC Ishares Tr Transaction History
Sound Stewardship, LLC
- $165 Billion
- Q1 2024
A detailed history of Sound Stewardship, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sound Stewardship, LLC holds 62,435 shares of IDV stock, worth $1.76 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
62,435
Previous 62,411
0.04%
Holding current value
$1.76 Million
Previous $1.75 Billion
0.22%
% of portfolio
1.06%
Previous 1.16%
Shares
6 transactions
Others Institutions Holding IDV
# of Institutions
464Shares Held
77.6MCall Options Held
83.2KPut Options Held
22.3K-
Bank Of America Corp Charlotte, NC10.6MShares$300 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.7MShares$189 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.3MShares$149 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.77MShares$106 Million0.03% of portfolio
-
Ubs Group Ag2.96MShares$83.3 Million0.02% of portfolio