Van Hulzen Asset Management, LLC Ishares Tr Transaction History

Van Hulzen Asset Management, LLC

$1.05 Billion
Q1 2025

Shares

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

168

Shares Held

49.6M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

8.66M
Shares

$292 Million
15.74% of portfolio
Halbert Hargrove Global Advisors, LLC

3.18M
Shares

$107 Million
5.63% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.73M
Shares

$92.2 Million
16.26% of portfolio
Invesco Ltd. Atlanta, GA

2.52M
Shares

$85 Million
0.02% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$82.2 Million
3.22% of portfolio

About ISHARES TR

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