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 $22.9 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
271,870
Previous 242,279
12.21%
Holding current value
$22.9 Million
Previous $13.8 Million
0.2%
% of portfolio
3.77%
Previous 3.62%
Shares
4 transactions
Others Institutions Holding IXUS
# of Institutions
957Shares Held
508MCall Options Held
14.3KPut Options Held
7.4K-
Black Rock Inc. New York, NY265MShares$22.3 Billion0.41% of portfolio
-
Acorns Advisers, LLC Irvine, CA35.5MShares$2.99 Billion23.06% of portfolio
-
Alliancebernstein L.P. New York, NY23MShares$1.93 Billion0.63% of portfolio
-
Envestnet Asset Management Inc12.1MShares$1.02 Billion0.31% of portfolio
-
Bank Of America Corp Charlotte, NC8.44MShares$711 Million0.05% of portfolio