Capital Advisors Wealth Management, LLC Ishares Tr Transaction History

Capital Advisors Wealth Management, LLC

  • $560 Million
  • Q1 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 104,484 shares of IDV stock, worth $3.37 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
104,484
Holding current value
$3.37 Million
% of portfolio
0.58%

Shares

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

Apr 24, 2025
BUY
$27.0 - $31.7 $2.82 Million - $3.31 Million
104,484 New
104,484 $3.24 Million
Q2 2022

Aug 04, 2022
SELL
$26.84 - $32.0 $189,517 - $225,952
-7,061 Closed
0 $0
Q1 2022

May 09, 2022
SELL
$29.99 - $33.33 $77,884 - $86,558
-2,597 Reduced 26.89%
7,061 $224,000
Q4 2021

Feb 04, 2022
SELL
$29.77 - $31.71 $154,714 - $164,796
-5,197 Reduced 34.98%
9,658 $301,000
Q3 2021

Nov 12, 2021
BUY
$30.42 - $32.96 $38,755 - $41,991
1,274 Added 9.38%
14,855 $452,000
Q2 2021

Aug 13, 2021
BUY
$31.67 - $34.02 $220,138 - $236,473
6,951 Added 104.84%
13,581 $440,000
Q1 2021

Apr 20, 2021
BUY
$29.53 - $32.13 $195,783 - $213,021
6,630 New
6,630 $209,000

Others Institutions Holding IDV

# of Institutions
507
Shares Held
77.8M
Call Options Held
20.5K
Put Options Held
24.8K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors 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 Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email