A detailed history of Alteri Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Alteri Wealth LLC holds 30,993 shares of IDV stock, worth $1.13 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
30,993
Previous 17,578 76.32%
Holding current value
$1.13 Million
Previous $545 Million 96.15%
% of portfolio
0.41%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

BUY
$27.79 - $34.84 $372,802 - $467,378
13,415 Added 76.32%
30,993 $1.07 Billion
Q1 2025

May 07, 2025

BUY
$27.0 - $31.7 $45,684 - $53,636
1,692 Added 10.65%
17,578 $545 Million
Q4 2024

Feb 14, 2025

BUY
$27.03 - $29.92 $429,398 - $475,309
15,886 New
15,886 $435 Million

Others Institutions Holding IDV

About ISHARES TR


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

Track Alteri Wealth LLC Portfolio

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

News

Stay updated on Alteri Wealth LLC with notifications on news.