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iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
IVVM
37.64
USD
-0.11
0.29%
At close
Updated
Nov 12, 4:00 PM EST
Pre-market
After hours
1 day
-0.29%
5 days
1.98%
1 month
-1.59%
3 months
-0.55%
6 months
3.07%
Year to date
8.1%
1 year
8.29%
5 years
48.95%
10 years
48.95%
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
| $32.2M | – | – | – |
|
| 2 |
2
CRA Financial Services
Northfield,
New Jersey
| $4.68M | +$400K | +13,670 | +10% |
|
| 3 |
3
M Holdings Securities
Portland,
Oregon
| $2.27M | +$1.82M | +62,156 | +488% |
|
| 4 |
4
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $2.04M | – | – | – |
|
| 5 |
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.4M | +$561K | +19,156 | +71% |
|
| 6 |
6
Strategic Blueprint
Atlanta,
Georgia
| $661K | +$640K | +21,856 | New |
|
| 7 |
7
HighTower Advisors
Chicago,
Illinois
| $367K | – | – | – |
|
| 8 |
8
Clear Point Advisors
Melville,
New York
| $96.8K | – | – | – |
|
| 9 |
9
Osaic Holdings
Scottsdale,
Arizona
| $9.02K | – | – | – |
|
| 10 |
10
Sunbelt Securities
Houston,
Texas
| $787 | +$761 | +26 | New |
|
| 11 |
11
DHJJ Financial Advisors
Naperville,
Illinois
| $31 | – | – | – |
|
| 12 |
12
Old Mission Capital
Chicago,
Illinois
| – | -$589K | -20,353 | Closed |
|