Centricity Wealth Management, LLC Ishares Tr Transaction History

Centricity Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 51,865 shares of IBDV stock, worth $1.14 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
51,865
Previous 45,830 13.17%
Holding current value
$1.14 Million
Previous $995 Million 14.52%
% of portfolio
0.91%
Previous 0.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$21.28 - $21.98 $128,424 - $132,649
6,035 Added 13.17%
51,865 $1.14 Billion
Q1 2025

Apr 14, 2025
BUY
$21.11 - $21.73 $23,643 - $24,337
1,120 Added 2.51%
45,830 $995 Million
Q4 2024

Feb 03, 2025
BUY
$21.24 - $22.15 $949,640 - $990,326
44,710 New
44,710 $955 Million

Others Institutions Holding IBDV

# of Institutions
243
Shares Held
69.7M
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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