Sovereign Financial Group, Inc. Ishares Tr Transaction History

Sovereign Financial Group, Inc.

$374 Million
Q1 2024

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 4,398 shares of IXUS stock, worth $305,573. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,398

Holding current value

$305,573

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$62.39 - $67.92 $274,391 - $298,712	4,398 New	4,398 $298,000

Others Institutions Holding IXUS

# of Institutions

754

Shares Held

473M

Call Options Held

8.6K

Put Options Held

11.3K

Black Rock Inc. New York, NY

262M
Shares

$18.2 Billion
0.42% of portfolio
Acorns Advisers, LLC Irvine, CA

28.9M
Shares

$2.01 Billion
21.92% of portfolio
Alliancebernstein L.P. New York, NY

22.2M
Shares

$1.54 Billion
0.55% of portfolio
Envestnet Asset Management Inc

10.8M
Shares

$753 Million
0.28% of portfolio
Bank Of America Corp Charlotte, NC

7.44M
Shares

$517 Million
0.05% of portfolio

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About ISHARES TR

Ticker IXUS
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Sovereign Financial Group, Inc. Ishares Tr Transaction History