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 10,516 shares of IYR stock, worth $1.06 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,516
Previous 9,724
8.14%
Holding current value
$1.06 Million
Previous $894,000
4.25%
% of portfolio
0.23%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding IYR
# of Institutions
555Shares Held
30.7MCall Options Held
6.83MPut Options Held
5.86M-
Wealth Navi Inc.4.38MShares$443 Million4.87% of portfolio
-
Morgan Stanley New York, NY3.06MShares$309 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$240 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.24MShares$126 Million0.02% of portfolio
-
Wolverine Trading, LLC Chicago, IL1.11MShares$112 Million0.1% of portfolio