Benchmark Wealth Management, LLC Ishares Tr Transaction History

Benchmark Wealth Management, LLC

  • $224 Million
  • Q2 2025

A detailed history of Benchmark Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 14,642 shares of IDV stock, worth $559,617. This represents 0.23% of its overall portfolio holdings.

Number of Shares
14,642
Previous 8,961 63.4%
Holding current value
$559,617
Previous $279,000 81.0%
% of portfolio
0.23%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$27.79 - $34.84 $157,874 - $197,926
5,681 Added 63.4%
14,642 $505,000
Q1 2025

Apr 07, 2025
BUY
$27.0 - $31.7 $241,947 - $284,063
8,961 New
8,961 $279,000

Others Institutions Holding IDV

# of Institutions
582
Shares Held
91.5M
Call Options Held
13.5K
Put Options Held
138K
View Full List

About ISHARES TR

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