Accretive Wealth Partners, LLC Ishares Tr Transaction History

Accretive Wealth Partners, LLC

$294 Million
Q2 2025

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 9,204 shares of IBDV stock, worth $201,935. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,204

Holding current value

$201,935

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$21.28 - $21.98 $195,861 - $202,303	9,204 New	9,204 $202,000

Others Institutions Holding IBDV

# of Institutions

256

Shares Held

73.1M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.2M
Shares

$114 Million
1.02% of portfolio
Bank Of America Corp Charlotte, NC

4.54M
Shares

$99.6 Million
0.01% of portfolio
Capital Investment Advisors, LLC

3.44M
Shares

$75.5 Million
1.42% of portfolio
Capital Advisors Inc

2.81M
Shares

$61.7 Million
1.14% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.62M
Shares

$57.5 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Accretive Wealth Partners, LLC with notifications on news.

Account

Accretive Wealth Partners, LLC Ishares Tr Transaction History