Cva Family Office, LLC Ishares Tr Transaction History

Cva Family Office, LLC

$619 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	BUY	$85.82 - $94.55 $5,320 - $5,862	62 New	62 $5,000
Q1 2020 May 28, 2020	BUY	$105.3 - $110.44 $6,528 - $6,847	62 New	62 $7,000

Others Institutions Holding MBB

# of Institutions

978

Shares Held

356M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.78 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

51.7M
Shares

$4.73 Billion
0.39% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$2.63 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

21.9M
Shares

$2 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

19.7M
Shares

$1.8 Billion
0.73% of portfolio

About ISHARES TR

Ticker MBB
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