A detailed history of Alterna Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 12,003 shares of IDV stock, worth $358,529. This represents 0.3% of its overall portfolio holdings.

Number of Shares
12,003
Previous 12,003 -0.0%
Holding current value
$358,529
Previous $336,000 1.19%
% of portfolio
0.3%
Previous 0.33%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$24.46 - $28.13 $18,809 - $21,631
-769 Reduced 6.02%
12,003 $335,000
Q3 2023

Nov 13, 2023

SELL
$25.3 - $27.59 $39,619 - $43,205
-1,566 Reduced 10.92%
12,772 $324,000
Q1 2023

May 26, 2023

SELL
$26.54 - $29.5 $6,528 - $7,257
-246 Reduced 1.69%
14,338 $394,000
Q4 2021

Feb 10, 2022

SELL
$29.77 - $31.71 $2,381 - $2,536
-80 Reduced 0.55%
14,584 $455,000
Q4 2019

Jan 27, 2020

SELL
$29.79 - $33.61 $2,144 - $2,419
-72 Reduced 0.49%
14,664 $492,000
Q3 2019

Nov 12, 2019

SELL
$30.41 - $31.26 $116,896 - $120,163
-3,844 Reduced 20.69%
14,736 $453,000
Q1 2019

May 13, 2019

SELL
N/A
-537 Reduced 2.81%
18,580 $573,000
Q4 2018

Mar 04, 2019

BUY
N/A
19,117 New
19,117 $549,000

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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