Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

$2.86 Trillion
Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,705 shares of IFRA stock, worth $500,672. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,705

Holding current value

$500,672

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$45.94 - $51.71 $491,787 - $553,555	10,705 New	10,705 $512 Million

Others Institutions Holding IFRA

# of Institutions

475

Shares Held

52.4M

Call Options Held

Put Options Held

100

Bank Of America Corp Charlotte, NC

10M
Shares

$468 Million
0.04% of portfolio
Envestnet Asset Management Inc

7.43M
Shares

$348 Million
0.11% of portfolio
Lpl Financial LLC Fort Mill, SC

2.84M
Shares

$133 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.26M
Shares

$106 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.6M
Shares

$74.9 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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Modern Wealth Management, LLC Ishares Tr Transaction History