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IVESIVES
5 quarters

Position history for HighTower Advisors, LLCHighTower Advisors, LLC's holdings in WEDBUSH SER TR

HighTower Advisors, LLC holds 756,776 shares of IVES (WEDBUSH SER TR), worth $28.8M as of 2026-Q2. The position was increased (+11.7% shares). IVES represents 0.0% of HighTower Advisors, LLC's portfolio.

Current Value

$28.8M

Current Shares

756,776

Total Value Change

+$28.4M

Total Shares Change

+741,813

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
756,776
+11.7%
$28.8M0.0%$38.10
32
2026-Q1
Increased
677,488
+24.6%
$19.2M0.0%$29.46
35
2025-Q4
Increased
543,805
+157.3%
$17.2M0.0%$31.93
46
2025-Q3
Increased
211,379
+1312.7%
$6.8M0.0%$31.96
44
2025-Q2
New
14,963
-
$405,6600.0%$26.87
33

Other major holders of IVES: STIFEL FINANCIAL CORP, RAYMOND JAMES FINANCIAL INC, TD Waterhouse Canada Inc., CAPTRUST FINANCIAL ADVISORS, Cetera Investment Advisers

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