Sound Stewardship, LLC Ishares Tr Transaction History
Sound Stewardship, LLC
- $208 Billion
- Q3 2025
A detailed history of Sound Stewardship, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sound Stewardship, LLC holds 57,078 shares of IDV stock, worth $2.18 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
57,078
Previous 57,366
0.5%
Holding current value
$2.18 Million
Previous $1.98 Billion
5.38%
% of portfolio
1.0%
Previous 1.02%
Shares
12 transactions
Others Institutions Holding IDV
# of Institutions
582Shares Held
91.5MCall Options Held
13.5KPut Options Held
138K-
Bank Of America Corp Charlotte, NC12.7MShares$484 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.31MShares$279 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.99MShares$153 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.95MShares$151 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.62MShares$139 Million0.04% of portfolio