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 $18.6 Million. This represents 3.77% of its overall portfolio holdings.

Number of Shares
271,870
Previous 242,279 12.21%
Holding current value
$18.6 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

About ISHARES TR


  • Ticker IXUS
  • Sector ETFs
  • Industry ETFs
More about IXUS
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