A detailed history of Cerity Partners LLC transactions in Ishares Tr stock. As of the latest transaction made, Cerity Partners LLC holds 97,785 shares of IDV stock, worth $2.66 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
97,785
Previous 99,603 1.83%
Holding current value
$2.66 Million
Previous $2.76 Million 7.26%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$27.62 - $30.64 $50,213 - $55,703
-1,818 Reduced 1.83%
97,785 $2.96 Million
Q2 2024

Aug 13, 2024

SELL
$26.94 - $30.1 $254,125 - $283,933
-9,433 Reduced 8.65%
99,603 $2.76 Million
Q1 2024

May 14, 2024

SELL
$26.95 - $28.13 $679,140 - $708,876
-25,200 Reduced 18.77%
109,036 $3.06 Million
Q4 2023

Jan 26, 2024

SELL
$24.46 - $28.13 $204,338 - $234,998
-8,354 Reduced 5.86%
134,236 $3.76 Million
Q3 2023

Nov 13, 2023

SELL
$25.3 - $27.59 $14.4 Million - $15.7 Million
-567,702 Reduced 79.93%
142,590 $3.62 Million
Q2 2023

Aug 14, 2023

BUY
$25.86 - $28.52 $772,334 - $851,778
29,866 Added 4.39%
710,292 $18.7 Million
Q1 2023

May 11, 2023

BUY
$26.54 - $29.5 $15.6 Million - $17.3 Million
587,812 Added 634.69%
680,426 $18.7 Million
Q4 2022

Feb 15, 2023

BUY
$22.26 - $27.56 $228,565 - $282,986
10,268 Added 12.47%
92,614 $2.52 Million
Q2 2022

Aug 10, 2022

BUY
$26.84 - $32.0 $60,390 - $72,000
2,250 Added 2.81%
82,346 $2.24 Million
Q1 2022

Apr 25, 2022

SELL
$29.99 - $33.33 $73,115 - $81,258
-2,438 Reduced 2.95%
80,096 $15,000
Q4 2021

Feb 14, 2022

BUY
$29.77 - $31.71 $2.46 Million - $2.62 Million
82,534 New
82,534 $84,000

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Cerity Partners LLC Portfolio

Follow Cerity Partners 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 Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.