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 $18.6 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
Others Institutions Holding IXUS
# of Institutions
806Shares Held
480MCall Options Held
12KPut Options Held
6.7K-
Black Rock Inc. New York, NY265MShares$18.1 Billion0.41% of portfolio
-
Acorns Advisers, LLC Irvine, CA31MShares$2.12 Billion22.28% of portfolio
-
Alliancebernstein L.P. New York, NY23.1MShares$1.58 Billion0.58% of portfolio
-
Envestnet Asset Management Inc11.4MShares$777 Million0.27% of portfolio
-
Factory Mutual Insurance CO Waltham, MA8MShares$547 Million6.12% of portfolio