Axis Wealth Partners, LLC Ishares Tr Transaction History

Axis Wealth Partners, LLC

  • $135 Billion
  • Q1 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 34,909 shares of IDV stock, worth $1.17 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
34,909
Previous 35,894 2.74%
Holding current value
$1.17 Million
Previous $983 Million 10.18%
% of portfolio
0.8%
Previous 0.83%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$27.0 - $31.7 $26,595 - $31,224
-985 Reduced 2.74%
34,909 $1.08 Billion
Q4 2024

Feb 07, 2025
BUY
$27.03 - $29.92 $970,214 - $1.07 Million
35,894 New
35,894 $983 Million

Others Institutions Holding IDV

# of Institutions
504
Shares Held
79.1M
Call Options Held
40.6K
Put Options Held
53.6K
View Full List

About ISHARES TR

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