Daymark Wealth Partners, LLC Ishares Tr Transaction History

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q3 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 12,953 shares of IDV stock, worth $350,119. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,953
Previous 17,165 24.54%
Holding current value
$350,119
Previous $474,000 17.51%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
479
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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