Wealthquest Corp Ishares Tr Transaction History

Wealthquest Corp

$635 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 18, 2019	SELL	$25.46 - $25.97 $199,988 - $203,994	-7,855 Closed	0 $0
Q1 2019 Apr 18, 2019	BUY	N/A	7,855 New	7,855 $206,000

Others Institutions Holding INTF

# of Institutions

147

Shares Held

39.8M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

7.88M
Shares

$231 Million
14.75% of portfolio
Halbert Hargrove Global Advisors, LLC

2.86M
Shares

$83.8 Million
4.97% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.5M
Shares

$73.2 Million
14.96% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$71.5 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.79M
Shares

$52.5 Million
5.78% of portfolio

About ISHARES TR

Ticker INTF
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