A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 4,361 shares of IHF stock, worth $238,546. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,361
Previous 4,361 -0.0%
Holding current value
$238,546
Previous $1.08 Million 3.43%
% of portfolio
0.11%
Previous 0.11%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 27, 2023

BUY
$241.82 - $268.07 $54,409 - $60,315
225 Added 5.44%
4,361 $1.08 Million
Q4 2022

Jan 31, 2023

SELL
$50.76 - $279.24 $14,162 - $77,907
-279 Reduced 6.32%
4,136 $1.11 Million
Q3 2022

Oct 24, 2022

SELL
$51.09 - $286.75 $23,910 - $134,199
-468 Reduced 9.58%
4,415 $1.13 Million
Q1 2022

May 09, 2022

SELL
$260.34 - $290.96 $17,182 - $19,203
-66 Reduced 1.33%
4,883 $1.38 Million
Q4 2021

Jan 28, 2022

SELL
$251.93 - $291.68 $11,336 - $13,125
-45 Reduced 0.9%
4,949 $1.44 Million
Q3 2021

Nov 12, 2021

SELL
$255.78 - $273.21 $25,833 - $27,594
-101 Reduced 1.98%
4,994 $1.28 Million
Q2 2021

Aug 10, 2021

SELL
$248.63 - $272.63 $19,890 - $21,810
-80 Reduced 1.55%
5,095 $1.36 Million
Q1 2021

May 11, 2021

SELL
$233.34 - $252.54 $15,400 - $16,667
-66 Reduced 1.26%
5,175 $1.3 Million
Q4 2020

Feb 04, 2021

SELL
$200.78 - $234.9 $4,818 - $5,637
-24 Reduced 0.46%
5,241 $1.23 Million
Q3 2020

Nov 05, 2020

SELL
$190.16 - $209.91 $24,530 - $27,078
-129 Reduced 2.39%
5,265 $1.06 Million
Q1 2020

Apr 24, 2020

SELL
$137.01 - $211.53 $1,918 - $2,961
-14 Reduced 0.26%
5,394 $899,000
Q4 2019

Feb 10, 2020

SELL
$158.57 - $201.6 $36,946 - $46,972
-233 Reduced 4.13%
5,408 $1.09 Million
Q3 2019

Nov 08, 2019

SELL
$160.04 - $181.69 $43,530 - $49,419
-272 Reduced 4.6%
5,641 $912,000
Q2 2019

Aug 12, 2019

SELL
$151.11 - $173.38 $366,895 - $420,966
-2,428 Reduced 29.11%
5,913 $1.01 Million
Q1 2019

May 09, 2019

BUY
$159.24 - $185.5 $19,905 - $23,187
125 Added 1.52%
8,341 $1.4 Million
Q4 2018

Feb 01, 2019

SELL
$162.04 - $201.83 $73,890 - $92,034
-456 Reduced 5.26%
8,216 $1.36 Million
Q3 2018

Nov 09, 2018

BUY
$176.69 - $199.85 $22,793 - $25,780
129 Added 1.51%
8,672 $1.73 Million
Q2 2018

Jul 23, 2018

BUY
$155.72 - $182.65 $18,219 - $21,370
117 Added 1.39%
8,543 $1.5 Million
Q1 2018

May 03, 2018

SELL
$156.22 - $171.87 $104,511 - $114,981
-669 Reduced 7.36%
8,426 $1.33 Million
Q4 2017

Jan 16, 2018

SELL
$141.88 - $157.81 $41,712 - $46,396
-294 Reduced 3.13%
9,095 $1.43 Million
Q3 2017

Oct 18, 2017

BUY
$144.65 - $147.74 $1.36 Million - $1.39 Million
9,389
9,389 $1.39 Million

Others Institutions Holding IHF

About ISHARES TR


  • Ticker IHF
  • Sector ETFs
  • Industry ETFs
More about IHF
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