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IVESIVES
5 quarters

Position history for CITADEL ADVISORS LLCCITADEL ADVISORS LLC's holdings in WEDBUSH SER TR

CITADEL ADVISORS LLC holds 60,187 shares of IVES (WEDBUSH SER TR), worth $2.3M as of 2026-Q2. The position was increased (+318.6% shares). IVES represents 0.0% of CITADEL ADVISORS LLC's portfolio.

Current Value

$2.3M

Current Shares

60,187

Total Value Change

-$2.6M

Total Shares Change

-119,736

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
60,187
+318.6%
$2.3M0.0%$38.10
42
2026-Q1
Decreased
14,379
-86.9%
$407,9320.0%$29.46
0
2025-Q4
Decreased
109,618
-23.5%
$3.5M0.0%$31.93
0
2025-Q3
Decreased
143,222
-20.4%
$4.6M0.0%$31.96
0
2025-Q2
New
179,923
-
$4.9M0.0%$26.87
37

Other major holders of IVES: HighTower Advisors, LLC, STIFEL FINANCIAL CORP, RAYMOND JAMES FINANCIAL INC

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