Bogart Wealth, LLC Ishares Tr Transaction History

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,814 shares of IDV stock, worth $60,932. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,814
Previous 1,813 0.06%
Holding current value
$60,932
Previous $49,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 01, 2025
BUY
$27.0 - $31.7 $27 - $31
1 Added 0.06%
1,814 $56,000
Q2 2024

Jul 31, 2024
BUY
$26.94 - $30.1 $26 - $30
1 Added 0.06%
1,813 $50,000
Q1 2024

Apr 25, 2024
SELL
$26.95 - $28.13 $880,564 - $919,119
-32,674 Reduced 94.75%
1,812 $50,000
Q4 2023

Feb 06, 2024
BUY
$24.46 - $28.13 $317 - $365
13 Added 0.04%
34,486 $965,000
Q2 2023

Jul 28, 2023
BUY
$25.86 - $28.52 $25 - $28
1 Added 0.0%
34,473 $907,000
Q4 2022

Feb 06, 2023
SELL
$22.26 - $27.56 $1,068 - $1,322
-48 Reduced 0.14%
34,472 $936,000
Q2 2022

Jul 22, 2022
BUY
$26.84 - $32.0 $53 - $64
2 Added 0.01%
34,520 $938,000
Q4 2021

Jan 19, 2022
BUY
$29.77 - $31.71 $1,012 - $1,078
34 Added 0.1%
34,518 $1.08 Million
Q3 2021

Oct 15, 2021
BUY
$30.42 - $32.96 $1,186 - $1,285
39 Added 0.11%
34,484 $1.05 Million
Q2 2021

Aug 06, 2021
SELL
$31.67 - $34.02 $42,817 - $45,995
-1,352 Reduced 3.78%
34,445 $1.12 Million
Q4 2020

Jan 14, 2021
BUY
$24.08 - $29.73 $40,863 - $50,451
1,697 Added 4.98%
35,797 $1.05 Million
Q1 2020

Apr 20, 2020
BUY
$19.58 - $34.05 $26,472 - $46,035
1,352 Added 4.13%
34,100 $771,000
Q4 2019

Feb 10, 2020
BUY
$29.79 - $33.61 $967,877 - $1.09 Million
32,490 Added 12593.02%
32,748 $1.1 Million
Q3 2019

Oct 10, 2019
SELL
$30.41 - $31.26 $2,615 - $2,688
-86 Reduced 25.0%
258 $8,000
Q2 2019

Jul 11, 2019
SELL
N/A
-429 Reduced 55.5%
344 $10,000
Q1 2019

Apr 08, 2019
SELL
N/A
-86 Reduced 10.01%
773 $23,000
Q4 2018

Jan 15, 2019
BUY
N/A
859 New
859 $24,000

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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