Summitry LLC Ishares Tr Transaction History
Summitry LLC
- $1.85 Billion
- Q1 2024
A detailed history of Summitry LLC transactions in Ishares Tr stock. As of the latest transaction made, Summitry LLC holds 1,114,739 shares of IBDV stock, worth $23.8 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
1,114,739
Previous 1,472,466
24.29%
Holding current value
$23.8 Million
Previous $31.9 Million
25.13%
% of portfolio
1.29%
Previous 1.87%
Shares
2 transactions
Others Institutions Holding IBDV
# of Institutions
152Shares Held
31.4MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC2.15MShares$46 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.95MShares$41.6 Million0.0% of portfolio
-
Ubs Group Ag1.83MShares$39.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.51MShares$32.3 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC1.41MShares$30.2 Million0.61% of portfolio