A detailed history of Sweeney & Michel, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sweeney & Michel, LLC holds 6,807 shares of IDV stock, worth $192,433. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,807
Holding current value
$192,433
% of portfolio
0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$27.62 - $30.64 $188,009 - $208,566
6,807 New
6,807 $202 Million
Q3 2023

Nov 09, 2023

SELL
$25.3 - $27.59 $16,141 - $17,602
-638 Reduced 7.23%
8,185 $206 Million
Q2 2023

Aug 09, 2023

SELL
$25.86 - $28.52 $130,541 - $143,968
-5,048 Reduced 36.39%
8,823 $235 Million
Q1 2023

Jun 07, 2023

BUY
$26.54 - $29.5 $368,136 - $409,194
13,871 New
13,871 $375 Million

Others Institutions Holding IDV

About ISHARES TR


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

Track Sweeney & Michel, LLC Portfolio

Follow Sweeney & Michel, LLC 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 Sweeney & Michel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweeney & Michel, LLC with notifications on news.