Stonehearth Capital Management, LLC Ishares Tr Transaction History

Stonehearth Capital Management, LLC

$246 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Jan 12, 2018	BUY	N/A	2,717	2,717 $78,000

Others Institutions Holding INTF

# of Institutions

161

Shares Held

46M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

8.51M
Shares

$272 Million
14.65% of portfolio
Halbert Hargrove Global Advisors, LLC

3.14M
Shares

$100 Million
5.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.52M
Shares

$80.7 Million
14.86% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$77.9 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.83M
Shares

$58.5 Million
5.43% of portfolio

About ISHARES TR

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