A detailed history of Adviser Investments LLC transactions in Ishares Tr stock. As of the latest transaction made, Adviser Investments LLC holds 343,826 shares of IBDV stock, worth $7.47 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
343,826
Previous 249,834 37.62%
Holding current value
$7.47 Million
Previous $5.54 Million 32.61%
% of portfolio
0.09%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$21.24 - $22.15 $2 Million - $2.08 Million
93,992 Added 37.62%
343,826 $7.34 Million
Q3 2024

Nov 08, 2024

BUY
$21.11 - $22.24 $5.27 Million - $5.56 Million
249,834 New
249,834 $5.54 Million

Others Institutions Holding IBDV

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Adviser Investments LLC Portfolio

Follow Adviser Investments 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 Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.