Cabot Wealth Management Inc Ishares Tr Transaction History

Cabot Wealth Management Inc

  • $794 Million
  • Q3 2024

A detailed history of Cabot Wealth Management Inc transactions in Ishares Tr stock. As of the latest transaction made, Cabot Wealth Management Inc holds 62,056 shares of IBDV stock, worth $1.33 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
62,056
Previous 49,915 24.32%
Holding current value
$1.33 Million
Previous $1.06 Million 29.59%
% of portfolio
0.17%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$21.11 - $22.24 $256,296 - $270,015
12,141 Added 24.32%
62,056 $1.38 Million
Q2 2024

Jul 12, 2024
BUY
$20.82 - $21.38 $214,404 - $220,171
10,298 Added 25.99%
49,915 $1.06 Million
Q1 2024

May 02, 2024
BUY
$21.16 - $21.68 $84,153 - $86,221
3,977 Added 11.16%
39,617 $847,000
Q4 2023

Feb 12, 2024
BUY
$19.85 - $21.72 $39,838 - $43,592
2,007 Added 5.97%
35,640 $771,000
Q3 2023

Oct 26, 2023
BUY
$20.34 - $21.26 $684,095 - $715,037
33,633 New
33,633 $685,000

Others Institutions Holding IBDV

# of Institutions
194
Shares Held
49.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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