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 233 shares of IYH stock, worth $13,583. This represents 0.02% of its overall portfolio holdings.
Number of Shares
233
Previous 232
0.43%
Holding current value
$13,583
Previous $62,000
4.84%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IYH
# of Institutions
552Shares Held
23.6MCall Options Held
26KPut Options Held
500-
Morgan Stanley New York, NY2.17MShares$127 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$102 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.6MShares$93.5 Million0.05% of portfolio
-
Ubs Group Ag1.48MShares$86.1 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO1.18MShares$68.7 Million0.07% of portfolio