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 $13,984. This represents 0.02% of its overall portfolio holdings.
Number of Shares
233
Previous 232
0.43%
Holding current value
$13,984
Previous $62,000
4.84%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IYH
# of Institutions
550Shares Held
24.5MCall Options Held
4.9KPut Options Held
200-
Morgan Stanley New York, NY2.11MShares$127 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC1.95MShares$117 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.68MShares$101 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.67MShares$100 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.13MShares$67.8 Million0.05% of portfolio