Axis Wealth Partners, LLC Ishares Tr Transaction History

Axis Wealth Partners, LLC

$119 Billion
Q4 2024

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 35,894 shares of IDV stock, worth $1.11 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

35,894

Holding current value

$1.11 Million

% of portfolio

0.83%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$27.03 - $29.92 $970,214 - $1.07 Million	35,894 New	35,894 $983 Million

Others Institutions Holding IDV

# of Institutions

496

Shares Held

79.8M

Call Options Held

20.5K

Put Options Held

24.8K

Bank Of America Corp Charlotte, NC

10.6M
Shares

$328 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.59M
Shares

$204 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.4M
Shares

$167 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.85M
Shares

$119 Million
0.03% of portfolio
Ubs Group Ag

2.71M
Shares

$83.7 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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Axis Wealth Partners, LLC Ishares Tr Transaction History