A detailed history of Apcm Wealth Management For Individuals transactions in Ishares Tr stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 5,232 shares of IDV stock, worth $150,943. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,232
Previous 6,390 18.12%
Holding current value
$150,943
Previous $179,000 19.55%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$26.94 - $30.1 $31,196 - $34,855
-1,158 Reduced 18.12%
5,232 $144,000
Q4 2023

Jan 16, 2024

BUY
$24.46 - $28.13 $4,989 - $5,738
204 Added 3.3%
6,390 $178,000
Q2 2023

Jul 28, 2023

SELL
$25.86 - $28.52 $19,860 - $21,903
-768 Reduced 11.04%
6,186 $162,000
Q1 2023

May 09, 2023

SELL
$26.54 - $29.5 $19,427 - $21,594
-732 Reduced 9.52%
6,954 $191,000
Q4 2022

Feb 01, 2023

BUY
$22.26 - $27.56 $171,090 - $211,826
7,686 New
7,686 $208,000

Others Institutions Holding IDV

About ISHARES TR


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