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 $18 Million. This represents 3.77% of its overall portfolio holdings.

Number of Shares
271,870
Previous 242,279 12.21%
Holding current value
$18 Million
Previous $13.8 Million 0.2%
% of portfolio
3.77%
Previous 3.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$50.92 - $60.43 $1.51 Million - $1.79 Million
29,591 Added 12.21%
271,870 $13.8 Million
Q2 2022

Aug 15, 2022
BUY
$56.25 - $67.81 $300,825 - $362,647
5,348 Added 2.26%
242,279 $13.8 Million
Q1 2022

May 16, 2022
BUY
$61.54 - $72.2 $13.9 Million - $16.3 Million
226,217 Added 2111.41%
236,931 $15.8 Million
Q4 2021

Feb 11, 2022
BUY
$68.64 - $74.15 $735,408 - $794,443
10,714 New
10,714 $760,000

Others Institutions Holding IXUS

# of Institutions
809
Shares Held
479M
Call Options Held
12K
Put Options Held
6.7K
View Full List

About ISHARES TR

IXUS Quotes by TradingView
  • Ticker IXUS
  • Sector ETFs
  • Industry ETFs
More about IXUS
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email