Surevest, LLC Ishares Tr Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Ishares Tr stock. As of the latest transaction made, Surevest, LLC holds 271,870 shares of IXUS stock, worth $22.2 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
271,870
Previous 242,279
12.21%
Holding current value
$22.2 Million
Previous $13.8 Million
0.2%
% of portfolio
3.77%
Previous 3.62%
Shares
4 transactions
Others Institutions Holding IXUS
# of Institutions
936Shares Held
503MCall Options Held
5.6KPut Options Held
7.3K-
Black Rock Inc. New York, NY265MShares$21.7 Billion0.41% of portfolio
-
Acorns Advisers, LLC Irvine, CA35MShares$2.86 Billion23.2% of portfolio
-
Alliancebernstein L.P. New York, NY22.4MShares$1.83 Billion0.6% of portfolio
-
Envestnet Asset Management Inc11.5MShares$943 Million0.27% of portfolio
-
Factory Mutual Insurance CO Waltham, MA8.3MShares$679 Million7.14% of portfolio