Charter Oak Capital Management, LLC Ishares Tr Transaction History
Charter Oak Capital Management, LLC
- $1.09 Billion
- Q1 2025
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 478,972 shares of IXUS stock, worth $33.6 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
478,972
Previous 497,441
3.71%
Holding current value
$33.6 Million
Previous $32.9 Million
2.32%
% of portfolio
3.1%
Previous 3.06%
Shares
18 transactions
Others Institutions Holding IXUS
# of Institutions
870Shares Held
485MCall Options Held
1.9KPut Options Held
700-
Black Rock Inc. New York, NY265MShares$18.6 Billion0.41% of portfolio
-
Acorns Advisers, LLC Irvine, CA34.2MShares$2.4 Billion21.9% of portfolio
-
Alliancebernstein L.P. New York, NY24MShares$1.68 Billion0.57% of portfolio
-
Envestnet Asset Management Inc11MShares$775 Million0.24% of portfolio
-
Factory Mutual Insurance CO Waltham, MA8.57MShares$602 Million7.06% of portfolio