Centric Wealth Management Ishares Tr Transaction History

Centric Wealth Management

  • $357 Million
  • Q1 2025

A detailed history of Centric Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Centric Wealth Management holds 347,119 shares of IBDV stock, worth $7.56 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares
347,119
Previous 330,539 5.02%
Holding current value
$7.56 Million
Previous $7.06 Million 6.78%
% of portfolio
2.11%
Previous 2.02%

Shares

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

May 15, 2025
BUY
$21.11 - $21.73 $350,003 - $360,283
16,580 Added 5.02%
347,119 $7.54 Million
Q4 2024

Feb 12, 2025
BUY
$21.24 - $22.15 $4.04 Million - $4.21 Million
190,281 Added 135.66%
330,539 $7.06 Million
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
234
Shares Held
68.4M
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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