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iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
IVVM
37.87
USD
-0.06
0.16%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.16%
5 days
0.29%
1 month
0.32%
3 months
2.52%
6 months
8.42%
Year to date
8.76%
1 year
12.64%
5 years
49.86%
10 years
49.86%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
BlackRock
New York
| $30.8M | – | – | – |
|
| 2 |
CFS
2
CRA Financial Services
Northfield,
New Jersey
| $4.08M | +$932K | +33,250 | +31% |
|
| 3 |
3
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1.95M | +$1.89M | +67,450 | New |
|
| 4 |
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $782K | +$498K | +17,772 | +193% |
|
| 5 |
OMC
5
Old Mission Capital
Chicago,
Illinois
| $589K | +$570K | +20,353 | New |
|
| 6 |
MHS
6
M Holdings Securities
Portland,
Oregon
| $369K | +$357K | +12,730 | New |
|
| 7 |
7
HighTower Advisors
Chicago,
Illinois
| $351K | +$340K | +12,117 | New |
|
| 8 |
CPA
8
Clear Point Advisors
Melville,
New York
| $92.7K | +$89.7K | +3,200 | New |
|
| 9 |
9
Osaic Holdings
Scottsdale,
Arizona
| $8.63K | +$8.35K | +298 | New |
|
| 10 |
DFA
10
DHJJ Financial Advisors
Naperville,
Illinois
| $29 | +$28 | +1 | New |
|