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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES TR

OSAIC HOLDINGS, INC. holds 79,161 shares of ISVL (ISHARES TR), worth $4M as of 2026-Q2. The position was decreased (-0.2% shares). ISVL represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$4M

Current Shares

79,161

Total Value Change

+$3.9M

Total Shares Change

+78,047

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
79,161
-0.2%
$4M0.0%$50.35
0
2026-Q1
Increased
79,323
+36.5%
$3.8M0.0%$47.19
35
2025-Q4
Increased
58,089
+1173.6%
$2.8M0.0%$46.67
42
2025-Q3
Increased
4,561
+2180.5%
$202,2530.0%$43.82
37
2025-Q2
Unchanged
200
0.0%
$8,4040.0%$40.69
0
2025-Q1
Decreased
200
-33.3%
$7,4160.0%$35.33
0
2024-Q4
Decreased
300
-73.1%
$10,2870.0%$32.67
0
2024-Q3
Decreased
1,114
-35.0%
$42,2300.0%$35.38
0

Other major holders of ISVL: Focus Partners Wealth, JANE STREET GROUP, LLC, BANK OF AMERICA CORP /DE/

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