Independent Solutions Wealth Management, LLC Ishares Tr Transaction History
Independent Solutions Wealth Management, LLC
- $563 Billion
- Q3 2025
A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 92,938 shares of GVI stock, worth $9.97 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
92,938
Previous 92,777
0.17%
Holding current value
$9.97 Million
Previous $9.91 Billion
0.78%
% of portfolio
1.77%
Previous 1.93%
Shares
24 transactions
Others Institutions Holding GVI
# of Institutions
297Shares Held
31.4MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO2.59MShares$278 Million0.26% of portfolio
-
Eastern Bank2.39MShares$257 Million4.72% of portfolio
-
Choate Investment Advisors Boston, MA1.88MShares$202 Million4.47% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$160 Million0.01% of portfolio
-
Cibc Private Wealth Group, LLC1.18MShares$126 Million0.23% of portfolio