Security Name: ISHARES LG CAP MOD BUFF ETF
Ticker: IVVM
Security Type: OTHER
Exchange: US
CUSIP: 092528702

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.04B - 11 -
2024-09-30 $0.04B +11.9% 12 +9.1%
2024-12-31 $0.06B +46.4% 16 +33.3%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
M HOLDINGS SECURITIES, INC. $0.1M 3K 1.4%
CRA FINANCIAL SERVICES, LLC $5.1M 165K 0.9%
AMERICANA PARTNERS, LLC $15.2M 496K 0.6%
LIFEGOAL WEALTH ADVISORS $0.5M 16K 0.5%
CAPTRUST FINANCIAL ADVISORS $2.7M 86K 0.0%
DHJJ FINANCIAL ADVISORS, LTD. $0.0M 0K 0.0%
HIGHTOWER ADVISORS, LLC $0.4M 12K 0.0%
JPMORGAN CHASE & CO $0.0M 0K 0.0%
BLACKROCK, INC. $32.6M 1,064K 0.0%
OSAIC HOLDINGS, INC. $0.2M 5K 0.0%
UBS GROUP AG $0.0M 0K 0.0%
SUNBELT SECURITIES, INC. $0.0M 0K 0.0%
CORECAP ADVISORS, LLC $0.0M 0K 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.9M 60K 0.0%
ENVESTNET ASSET MANAGEMENT INC $5.4M 176K 0.0%

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