A detailed history of Titus Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Titus Wealth Management holds 30,933 shares of IDV stock, worth $874,475. This represents 0.42% of its overall portfolio holdings.

Number of Shares
30,933
Previous 30,669 0.86%
Holding current value
$874,475
Previous $974,000 13.76%
% of portfolio
0.42%
Previous 0.44%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Nov 09, 2022

BUY
$26.84 - $32.0 $7,085 - $8,448
264 Added 0.86%
30,933 $840,000
Q1 2022

May 16, 2022

BUY
$29.99 - $33.33 $93,598 - $104,022
3,121 Added 11.33%
30,669 $974,000
Q4 2021

Feb 15, 2022

BUY
$29.77 - $31.71 $19,052 - $20,294
640 Added 2.38%
27,548 $859,000
Q3 2021

Nov 15, 2021

BUY
$30.42 - $32.96 $12,320 - $13,348
405 Added 1.53%
26,908 $816,000
Q2 2021

Aug 16, 2021

BUY
$31.67 - $34.02 $31,131 - $33,441
983 Added 3.85%
26,503 $859,000
Q1 2021

May 17, 2021

BUY
$29.53 - $32.13 $65,940 - $71,746
2,233 Added 9.59%
25,520 $803,000
Q4 2020

Feb 16, 2021

BUY
$24.08 - $29.73 $53,553 - $66,119
2,224 Added 10.56%
23,287 $686,000
Q3 2020

Nov 16, 2020

BUY
$24.68 - $26.95 $30,775 - $33,606
1,247 Added 6.29%
21,063 $525,000
Q2 2020

Aug 14, 2020

BUY
$21.21 - $27.95 $11,686 - $15,400
551 Added 2.86%
19,816 $498,000
Q1 2020

May 18, 2020

BUY
$19.58 - $34.05 $56,762 - $98,710
2,899 Added 17.71%
19,265 $435,000
Q4 2019

Feb 18, 2020

BUY
$29.79 - $33.61 $254,555 - $287,197
8,545 Added 109.26%
16,366 $549,000
Q3 2019

Nov 18, 2019

BUY
$30.41 - $31.26 $9,092 - $9,346
299 Added 3.98%
7,821 $240,000
Q2 2019

Aug 15, 2019

SELL
N/A
-756 Reduced 9.13%
7,522 $231,000
Q1 2019

May 15, 2019

BUY
N/A
8,278 New
8,278 $255,000

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Titus Wealth Management Portfolio

Follow Titus Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Titus Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Titus Wealth Management with notifications on news.