Alterna Wealth Management, Inc Ishares Tr Transaction History

Alterna Wealth Management, Inc

$120 Million
Q2 2025

A detailed history of Alterna Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 11,994 shares of IDV stock, worth $434,062. This represents 0.34% of its overall portfolio holdings.

Number of Shares

11,994

Previous 11,994 -0.0%

Holding current value

$434,062

Previous $372,000 11.02%

% of portfolio

0.34%

Previous 0.29%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$27.0 - $31.7 $2,943 - $3,455	-109 Reduced 0.9%	11,994 $372,000
Q3 2024 Oct 30, 2024	BUY	$27.62 - $30.64 $2,762 - $3,064	100 Added 0.83%	12,103 $365,000
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

# of Institutions

556

Shares Held

83M

Call Options Held

40.6K

Put Options Held

53.6K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

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Alterna Wealth Management, Inc Ishares Tr Transaction History