Atlas Private Wealth Advisors Ishares Tr Transaction History

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024

A detailed history of Atlas Private Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 22,400 shares of IDV stock, worth $656,992. This represents 0.09% of its overall portfolio holdings.

Number of Shares
22,400
Previous 22,400 -0.0%
Holding current value
$656,992
Previous $677,000 9.45%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Jul 12, 2024
BUY
$26.94 - $30.1 $301,728 - $337,120
11,200 Added 100.0%
22,400 $619,000
Q1 2024

May 03, 2024
SELL
$26.95 - $28.13 $301,840 - $315,056
-11,200 Reduced 50.0%
11,200 $314,000
Q4 2023

Jan 10, 2024
SELL
$24.46 - $28.13 $2.27 Million - $2.61 Million
-92,780 Reduced 80.55%
22,400 $626,000
Q2 2023

Aug 04, 2023
BUY
$25.86 - $28.52 $1.5 Million - $1.66 Million
58,190 Added 102.11%
115,180 $3.03 Million
Q4 2022

Feb 14, 2023
SELL
$22.26 - $27.56 $8,458 - $10,472
-380 Reduced 0.66%
56,990 $1.55 Million
Q3 2022

Nov 14, 2022
BUY
$22.53 - $28.47 $41,229 - $52,100
1,830 Added 3.29%
57,370 $1.29 Million
Q2 2022

Aug 15, 2022
BUY
$26.84 - $32.0 $893,503 - $1.07 Million
33,290 Added 149.62%
55,540 $1.51 Million
Q1 2022

Apr 26, 2022
BUY
$29.99 - $33.33 $37,937 - $42,162
1,265 Added 6.03%
22,250 $707,000
Q4 2021

Apr 21, 2022
BUY
$29.77 - $31.71 $291,299 - $310,282
9,785 Added 87.37%
20,985 $654,000
Q2 2021

Aug 02, 2021
SELL
$31.67 - $34.02 $9,501 - $10,206
-300 Reduced 2.61%
11,200 $363,000
Q4 2020

Jan 29, 2021
BUY
$24.08 - $29.73 $48,160 - $59,460
2,000 Added 21.05%
11,500 $339,000
Q3 2020

Oct 27, 2020
SELL
$24.68 - $26.95 $5,553 - $6,063
-225 Reduced 2.31%
9,500 $237,000
Q2 2020

Aug 14, 2020
BUY
$21.21 - $27.95 $206,267 - $271,813
9,725 New
9,725 $244,000

Others Institutions Holding IDV

# of Institutions
490
Shares Held
79.8M
Call Options Held
20.5K
Put Options Held
24.8K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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