Leo Wealth, LLC Ishares Tr Transaction History

Leo Wealth, LLC

$1.29 Trillion
Q2 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Leo Wealth, LLC holds 10,273 shares of IDV stock, worth $371,779. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,273

Previous 9,425 9.0%

Holding current value

$371,779

Previous $292 Million 21.26%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$27.79 - $34.84 $23,565 - $29,544	848 Added 9.0%	10,273 $355 Million
Q1 2025 May 02, 2025	BUY	$27.0 - $31.7 $1,377 - $1,616	51 Added 0.54%	9,425 $292 Million
Q4 2024 Jan 27, 2025	SELL	$27.03 - $29.92 $27 - $29	-1 Reduced 0.01%	9,374 $257 Million
Q3 2024 Oct 21, 2024	BUY	$27.62 - $30.64 $3,121 - $3,462	113 Added 1.22%	9,375 $283 Million
Q2 2024 Jul 17, 2024	BUY	$26.94 - $30.1 $5,657 - $6,321	210 Added 2.32%	9,262 $256 Million
Q1 2024 May 09, 2024	SELL	$26.95 - $28.13 $21,209 - $22,138	-787 Reduced 8.0%	9,052 $254 Million
Q4 2023 Mar 14, 2024	BUY	$24.46 - $28.13 $240,661 - $276,771	9,839 New	9,839 $275 Million

Others Institutions Holding IDV

# of Institutions

544

Shares Held

81.7M

Call Options Held

40.6K

Put Options Held

53.6K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Leo Wealth, LLC with notifications on news.

Account