Institutional Ownership Iveda Solutions, Inc. (IVDA)
This table provides information about the institutional ownership of Iveda Solutions, Inc. (IVDA). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 444,252 shares, which have been reported (via 13F filing form) to have a value of $191,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
May 09, 2024 Q1 2024 |
125,000
shares
|
$53,750
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
88,905
shares
|
$38,229
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
69,705
shares
|
$29,973
0.0% of portfolio
|
Q4 2023
Added 28.1%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
40,911
shares
|
$17,591
0.0% of portfolio
|
Q1 2024
Added 3.42%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
34,900
shares
|
$15,007
0.0% of portfolio
|
Q2 2023
Reduced 25.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
29,269
shares
|
$12,585
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
15,472
shares
|
$6,652
0.0% of portfolio
|
Q1 2024
Added 845.72%
|
|
|
Bridge Advisory, LLC
|
Apr 16, 2024 Q1 2024 |
12,500
shares
|
$5,375
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 15, 2024 Q1 2024 |
10,045
shares
|
$4,319
0.01% of portfolio
|
Q1 2024
Reduced 11.07%
|
|
|
Summit Financial Strategies, Inc.
|
May 09, 2024 Q1 2024 |
10,000
shares
|
$4,300
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
6,428
shares
|
$2,764
0.0% of portfolio
|
Q1 2024
Reduced 13.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,000
shares
|
$430
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
117
shares
|
$50
0.0% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|