A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 14,347 shares of IDV stock, worth $409,176. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,347
Previous 14,501 1.06%
Holding current value
$409,176
Previous $406,000 2.22%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 13, 2024

SELL
$26.94 - $30.1 $4,148 - $4,635
-154 Reduced 1.06%
14,347 $397,000
Q1 2024

May 15, 2024

BUY
$26.95 - $28.13 $70,689 - $73,784
2,623 Added 22.08%
14,501 $406,000
Q4 2023

Feb 14, 2024

SELL
$24.46 - $28.13 $13,086 - $15,049
-535 Reduced 4.31%
11,878 $332,000
Q3 2023

Oct 30, 2023

BUY
$25.3 - $27.59 $15,686 - $17,105
620 Added 5.26%
12,413 $315,000
Q2 2023

Aug 09, 2023

SELL
$25.86 - $28.52 $70,365 - $77,602
-2,721 Reduced 18.75%
11,793 $311,000
Q1 2023

May 01, 2023

BUY
$26.54 - $29.5 $7,749 - $8,614
292 Added 2.05%
14,514 $398,000
Q4 2022

Feb 06, 2023

SELL
$22.26 - $27.56 $9,282 - $11,492
-417 Reduced 2.85%
14,222 $386,000
Q3 2022

Nov 07, 2022

BUY
$22.53 - $28.47 $329,816 - $416,772
14,639 New
14,639 $330,000
Q2 2022

Aug 15, 2022

SELL
$26.84 - $32.0 $341,377 - $407,008
-12,719 Closed
0 $0
Q1 2022

May 06, 2022

SELL
$29.99 - $33.33 $2.1 Million - $2.34 Million
-70,143 Reduced 84.65%
12,719 $404,000
Q4 2021

Feb 07, 2022

SELL
$29.77 - $31.71 $200,768 - $213,852
-6,744 Reduced 7.53%
82,862 $2.6 Million
Q3 2021

Nov 15, 2021

BUY
$30.42 - $32.96 $184,223 - $199,605
6,056 Added 7.25%
89,606 $2.73 Million
Q2 2021

Aug 09, 2021

BUY
$31.67 - $34.02 $281,387 - $302,267
8,885 Added 11.9%
83,550 $2.38 Million
Q1 2021

May 10, 2021

SELL
$29.53 - $32.13 $483,789 - $526,385
-16,383 Reduced 17.99%
74,665 $2.35 Million
Q4 2020

Feb 08, 2021

BUY
$24.08 - $29.73 $97,042 - $119,811
4,030 Added 4.63%
91,048 $2.68 Million
Q3 2020

Nov 09, 2020

BUY
$24.68 - $26.95 $227,895 - $248,856
9,234 Added 11.87%
87,018 $2.19 Million
Q2 2020

Aug 11, 2020

BUY
$21.21 - $27.95 $110,313 - $145,367
5,201 Added 7.17%
77,784 $1.95 Million
Q1 2020

May 14, 2020

SELL
$19.58 - $34.05 $463,811 - $806,576
-23,688 Reduced 24.61%
72,583 $1.64 Million
Q4 2019

Feb 14, 2020

BUY
$29.79 - $33.61 $1.39 Million - $1.57 Million
46,772 Added 94.49%
96,271 $3.23 Million
Q3 2019

Nov 13, 2019

BUY
$30.41 - $31.26 $7,115 - $7,314
234 Added 0.47%
49,499 $1.52 Million
Q2 2019

Aug 14, 2019

BUY
N/A
4,171 Added 9.25%
49,265 $1.51 Million
Q1 2019

May 15, 2019

SELL
N/A
-1,582 Reduced 3.39%
45,094 $1.39 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-9,642 Reduced 17.12%
46,676 $1.34 Million
Q3 2018

Nov 14, 2018

BUY
N/A
3,059 Added 5.74%
56,318 $1.84 Million
Q2 2018

Aug 14, 2018

BUY
N/A
46,335 Added 669.19%
53,259 $1.71 Million
Q1 2018

May 15, 2018

BUY
N/A
628 Added 9.97%
6,924 $229,000
Q4 2017

Feb 14, 2018

BUY
N/A
143 Added 2.32%
6,296 $213,000
Q3 2017

Nov 15, 2017

BUY
N/A
6,153
6,153 $208,000

Others Institutions Holding IDV

About ISHARES TR


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