Capital Advisory Group Advisory Services, LLC Ishares Tr Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$21.21 - $27.95 $1,484 - $1,956	-70 Closed	0 $0
Q3 2019 May 28, 2020	BUY	$30.41 - $31.26 $2,128 - $2,188	70 New	70 $2,000

Others Institutions Holding IDV

# of Institutions

480

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$296 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.84M
Shares

$188 Million
0.02% of portfolio
Envestnet Asset Management Inc

5.38M
Shares

$148 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.76M
Shares

$103 Million
0.03% of portfolio
Ubs Group Ag

2.66M
Shares

$73.1 Million
0.02% of portfolio

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About ISHARES TR

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