Aj Wealth Strategies, LLC Ishares Tr Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 112,044 shares of IDV stock, worth $3.04 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
112,044
Previous 112,044 -0.0%
Holding current value
$3.04 Million
Previous $3.08 Million 4.22%
% of portfolio
0.14%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 25, 2023
BUY
$22.26 - $27.56 $2.22 Million - $2.75 Million
99,679 Added 806.14%
112,044 $3.04 Million
Q4 2020

Feb 16, 2021
BUY
$24.08 - $29.73 $297,749 - $367,611
12,365 New
12,365 $364,000

Others Institutions Holding IDV

# of Institutions
480
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
Track This Portfolio

Track Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, 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 Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email