Xy Planning Network, Inc. Ishares Tr Transaction History

Xy Planning Network, Inc.

$133 Billion
Q4 2024

A detailed history of Xy Planning Network, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Xy Planning Network, Inc. holds 9,060 shares of IDV stock, worth $267,904. This represents 0.19% of its overall portfolio holdings.

Number of Shares

9,060

Holding current value

$267,904

% of portfolio

0.19%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 26, 2025	BUY	$27.03 - $29.92 $244,891 - $271,075	9,060 New	9,060 $248 Million

Others Institutions Holding IDV

# of Institutions

494

Shares Held

79.8M

Call Options Held

20.5K

Put Options Held

24.8K

Bank Of America Corp Charlotte, NC

10.6M
Shares

$313 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.59M
Shares

$195 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.4M
Shares

$160 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.85M
Shares

$114 Million
0.03% of portfolio
Ubs Group Ag

2.71M
Shares

$80 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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Xy Planning Network, Inc. Ishares Tr Transaction History