Centric Wealth Management Ishares Tr Transaction History

Centric Wealth Management

$383 Million
Q3 2024

A detailed history of Centric Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Centric Wealth Management holds 140,258 shares of IBDV stock, worth $3 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

140,258

Holding current value

$3 Million

% of portfolio

0.81%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$21.11 - $22.24 $2.96 Million - $3.12 Million	140,258 New	140,258 $3.11 Million

Others Institutions Holding IBDV

# of Institutions

200

Shares Held

50.7M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

4.3M
Shares

$92.1 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.46M
Shares

$74.1 Million
0.01% of portfolio
Capital Investment Advisors, LLC

2.89M
Shares

$61.9 Million
1.28% of portfolio
Aptus Capital Advisors, LLC

2.6M
Shares

$55.7 Million
0.92% of portfolio
Capital Advisors Inc

2.33M
Shares

$49.8 Million
1.06% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Centric Wealth Management Ishares Tr Transaction History