A detailed history of Archetype Wealth Partners transactions in Ishares Tr stock. As of the latest transaction made, Archetype Wealth Partners holds 33,659 shares of IDV stock, worth $959,954. This represents 0.15% of its overall portfolio holdings.

Number of Shares
33,659
Previous 52,946 36.43%
Holding current value
$959,954
Previous $1.49 Million 37.31%
% of portfolio
0.15%
Previous 0.25%

Shares

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

Aug 15, 2024

SELL
$26.94 - $30.1 $519,591 - $580,538
-19,287 Reduced 36.43%
33,659 $931,000
Q1 2024

May 14, 2024

SELL
$26.95 - $28.13 $27,138 - $28,326
-1,007 Reduced 1.87%
52,946 $1.49 Million
Q4 2023

Feb 14, 2024

SELL
$24.46 - $28.13 $53,420 - $61,435
-2,184 Reduced 3.89%
53,953 $1.51 Million
Q3 2023

Nov 13, 2023

SELL
$25.3 - $27.59 $1.36 Million - $1.48 Million
-53,764 Reduced 48.92%
56,137 $1.43 Million
Q2 2023

Aug 14, 2023

SELL
$25.86 - $28.52 $88,156 - $97,224
-3,409 Reduced 3.01%
109,901 $2.89 Million
Q1 2023

May 10, 2023

BUY
$26.54 - $29.5 $627,432 - $697,409
23,641 Added 26.36%
113,310 $3.12 Million
Q4 2022

Feb 14, 2023

BUY
$22.26 - $27.56 $665,240 - $823,630
29,885 Added 49.99%
89,669 $2.44 Million
Q3 2022

Nov 14, 2022

BUY
$22.53 - $28.47 $4,077 - $5,153
181 Added 0.3%
59,784 $1.35 Million
Q2 2022

Aug 15, 2022

SELL
$26.84 - $32.0 $65,892 - $78,560
-2,455 Reduced 3.96%
59,603 $1.62 Million
Q1 2022

May 12, 2022

BUY
$29.99 - $33.33 $214,578 - $238,476
7,155 Added 13.03%
62,058 $1.97 Million
Q4 2021

Feb 14, 2022

SELL
$29.77 - $31.71 $419,637 - $446,984
-14,096 Reduced 20.43%
54,903 $1.71 Million
Q3 2021

Nov 12, 2021

BUY
$30.42 - $32.96 $55,759 - $60,415
1,833 Added 2.73%
68,999 $2.1 Million
Q2 2021

Aug 13, 2021

BUY
$31.67 - $34.02 $53,997 - $58,004
1,705 Added 2.6%
67,166 $2.18 Million
Q1 2021

Apr 30, 2021

SELL
$29.53 - $32.13 $56,697 - $61,689
-1,920 Reduced 2.85%
65,461 $2.06 Million
Q4 2020

Feb 12, 2021

SELL
$24.08 - $29.73 $60,970 - $75,276
-2,532 Reduced 3.62%
67,381 $1.99 Million
Q3 2020

Oct 15, 2020

BUY
$24.68 - $26.95 $336,783 - $367,759
13,646 Added 24.25%
69,913 $1.74 Million
Q2 2020

Aug 13, 2020

BUY
$21.21 - $27.95 $152,839 - $201,407
7,206 Added 14.69%
56,267 $1.41 Million
Q1 2020

May 15, 2020

SELL
$19.58 - $34.05 $148,925 - $258,984
-7,606 Reduced 13.42%
49,061 $1.11 Million
Q4 2019

Feb 11, 2020

BUY
$29.79 - $33.61 $259,381 - $292,642
8,707 Added 18.15%
56,667 $1.9 Million
Q3 2019

Nov 15, 2019

BUY
$30.41 - $31.26 $75,355 - $77,462
2,478 Added 5.45%
47,960 $1.47 Million
Q2 2019

Aug 12, 2019

BUY
N/A
422 Added 0.94%
45,482 $1.4 Million
Q1 2019

May 16, 2019

BUY
N/A
5,025 Added 12.55%
45,060 $1.39 Million
Q4 2018

Feb 28, 2019

BUY
N/A
40,035 New
40,035 $1.15 Million

Others Institutions Holding IDV

About ISHARES TR


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