Badgley Phelps Wealth Managers, LLC Ishares Tr Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.67 Billion
- Q3 2025
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Tr stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 9,387 shares of IDV stock, worth $358,771. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,387
Previous 10,087
6.94%
Holding current value
$358,771
Previous $348,000
1.44%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
585Shares Held
91.6MCall Options Held
13.5KPut Options Held
138K-
Bank Of America Corp Charlotte, NC12.7MShares$484 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.31MShares$279 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.99MShares$153 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.95MShares$151 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.62MShares$139 Million0.04% of portfolio