Surevest, LLC Ishares Tr Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Ishares Tr stock. As of the latest transaction made, Surevest, LLC holds 271,870 shares of IXUS stock, worth $19.5 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
271,870
Previous 242,279
12.21%
Holding current value
$19.5 Million
Previous $13.8 Million
0.2%
% of portfolio
3.77%
Previous 3.62%
Shares
4 transactions
Others Institutions Holding IXUS
# of Institutions
853Shares Held
484MCall Options Held
1.9KPut Options Held
700-
Black Rock Inc. New York, NY265MShares$19 Billion0.41% of portfolio
-
Acorns Advisers, LLC Irvine, CA34.2MShares$2.45 Billion21.9% of portfolio
-
Alliancebernstein L.P. New York, NY24MShares$1.72 Billion0.57% of portfolio
-
Envestnet Asset Management Inc11MShares$791 Million0.24% of portfolio
-
Factory Mutual Insurance CO Waltham, MA8.6MShares$616 Million6.28% of portfolio