Arkadios Wealth Advisors Ishares Tr Transaction History

Arkadios Wealth Advisors

$3.16 Billion
Q2 2025

A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 9,979 shares of IBDV stock, worth $221,434. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,979

Holding current value

$221,434

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$21.28 - $21.98 $212,353 - $219,338	9,979 New	9,979 $219,000

Others Institutions Holding IBDV

# of Institutions

267

Shares Held

75.3M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.2M
Shares

$115 Million
1.02% of portfolio
Bank Of America Corp Charlotte, NC

4.68M
Shares

$104 Million
0.01% of portfolio
Capital Investment Advisors, LLC

3.44M
Shares

$76.3 Million
1.42% of portfolio
Capital Advisors Inc

2.81M
Shares

$62.4 Million
1.14% of portfolio
Mercer Global Advisors Inc Denver, CO

2.78M
Shares

$61.6 Million
0.13% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account