Gradient Investments LLC Ishares Tr Transaction History

Gradient Investments LLC

$3.78 Billion
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 16, 2019	SELL	N/A	-48 Closed	0 $0
Q1 2019 Apr 11, 2019	BUY	N/A	48 New	48 $1,000
Q4 2018 Jan 18, 2019	SELL	N/A	-2,628 Closed	0 $0
Q3 2018 Oct 11, 2018	BUY	N/A	2,628 New	2,628 $74,000

Others Institutions Holding INTF

# of Institutions

161

Shares Held

46M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

8.51M
Shares

$264 Million
14.65% of portfolio
Halbert Hargrove Global Advisors, LLC

3.14M
Shares

$97.7 Million
5.03% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.52M
Shares

$78.5 Million
14.86% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$75.8 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.83M
Shares

$56.9 Million
5.43% of portfolio

About ISHARES TR

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