Van Hulzen Asset Management, LLC Ishares Tr Transaction History

Van Hulzen Asset Management, LLC

$1.32 Billion
Q4 2024

A detailed history of Van Hulzen Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 499 shares of INTF stock, worth $15,039. This represents 0.0% of its overall portfolio holdings.

Number of Shares

499

Holding current value

$15,039

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$28.54 - $31.26 $14,241 - $15,598	499 New	499 $14,000

Others Institutions Holding INTF

# of Institutions

155

Shares Held

44M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

8.51M
Shares

$256 Million
14.65% of portfolio
Halbert Hargrove Global Advisors, LLC

3.14M
Shares

$94.7 Million
5.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.5M
Shares

$75.3 Million
14.96% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$73.5 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.83M
Shares

$55.2 Million
5.43% of portfolio

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About ISHARES TR

Ticker INTF
Sector ETFs
Industry ETFs

More about INTF

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Van Hulzen Asset Management, LLC Ishares Tr Transaction History