Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 04, 2021

SELL
$6.74 - $12.06 $128 - $229
-19 Closed
0 $0
Q3 2020

Nov 05, 2020

SELL
$7.21 - $10.21 $21 - $30
-3 Reduced 13.64%
19 $0
Q2 2020

Aug 13, 2020

BUY
$5.54 - $11.92 $11 - $23
2 Added 10.0%
22 $0
Q1 2020

Apr 24, 2020

BUY
$5.21 - $20.93 $10 - $41
2 Added 11.11%
20 $0
Q3 2019

Nov 08, 2019

BUY
$17.61 - $20.88 $88 - $104
5 Added 38.46%
18 $0
Q2 2019

Aug 12, 2019

BUY
N/A
7 Added 116.67%
13 $0
Q1 2019

May 09, 2019

BUY
N/A
2 Added 50.0%
6 $0
Q4 2018

Feb 01, 2019

BUY
N/A
4 New
4 $0

Others Institutions Holding IEZ

About ISHARES TR


  • Ticker IEZ
  • Sector ETFs
  • Industry ETFs
More about IEZ
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.