Daymark Wealth Partners, LLC Ishares Tr Transaction History

Daymark Wealth Partners, LLC

$2.95 Billion
Q4 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 12,214 shares of IDV stock, worth $466,819. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,214

Previous 12,342 1.04%

Holding current value

$466,819

Previous $451,000 3.33%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$35.91 - $38.56 $4,596 - $4,935	-128 Reduced 1.04%	12,214 $466,000
Q3 2025 Oct 22, 2025	BUY	$34.54 - $37.28 $14,403 - $15,545	417 Added 3.5%	12,342 $451,000
Q2 2025 Aug 04, 2025	BUY	$27.79 - $34.84 $1,500 - $1,881	54 Added 0.45%	11,925 $411,000
Q1 2025 Apr 14, 2025	BUY	$27.0 - $31.7 $972 - $1,141	36 Added 0.3%	11,871 $370,000
Q4 2024 Jan 17, 2025	SELL	$27.03 - $29.92 $30,219 - $33,450	-1,118 Reduced 8.63%	11,835 $324,000

Q3 2024 Oct 08, 2024	SELL	$27.62 - $30.64 $116,335 - $129,055	-4,212 Reduced 24.54%	12,953 $391,000
Q2 2024 Aug 14, 2024	BUY	$26.94 - $30.1 $122,092 - $136,413	4,532 Added 35.87%	17,165 $474,000
Q1 2024 Apr 10, 2024	SELL	$26.95 - $28.13 $565 - $590	-21 Reduced 0.17%	12,633 $354,000
Q4 2023 Jan 09, 2024	BUY	$24.46 - $28.13 $831 - $956	34 Added 0.27%	12,654 $354,000
Q3 2023 Oct 10, 2023	BUY	$25.3 - $27.59 $59,455 - $64,836	2,350 Added 22.88%	12,620 $320,000
Q2 2023 Jul 19, 2023	BUY	$25.86 - $28.52 $265,582 - $292,900	10,270 New	10,270 $270,000

Others Institutions Holding IDV

# of Institutions

587

Shares Held

91.6M

Call Options Held

13.5K

Put Options Held

39.4K

View Full List

About ISHARES TR

Ticker IDV
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Daymark Wealth Partners, LLC Ishares Tr Transaction History