Clarus Wealth Advisors Ishares Tr Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$26.84 - $32.0 $348 - $416	-13 Reduced 0.13%	10,077 $263,000
Q1 2022 Apr 12, 2022	BUY	$29.99 - $33.33 $22,192 - $24,664	740 Added 7.91%	10,090 $317,000
Q4 2021 Jan 13, 2022	BUY	$29.77 - $31.71 $4,108 - $4,375	138 Added 1.5%	9,350 $0
Q3 2021 Oct 06, 2021	SELL	$30.42 - $32.96 $2,920 - $3,164	-96 Reduced 1.03%	9,212 $283,000
Q2 2021 Jul 13, 2021	SELL	$31.67 - $34.02 $13,903 - $14,934	-439 Reduced 4.5%	9,308 $303,000
Q1 2021 Apr 12, 2021	BUY	$29.53 - $32.13 $9,951 - $10,827	337 Added 3.58%	9,747 $0
Q4 2020 Jan 12, 2021	SELL	$24.08 - $29.73 $1,974 - $2,437	-82 Reduced 0.86%	9,410 $0
Q3 2020 Oct 08, 2020	BUY	$24.68 - $26.95 $16,708 - $18,245	677 Added 7.68%	9,492 $0
Q2 2020 Jul 09, 2020	BUY	$21.21 - $27.95 $186,966 - $246,379	8,815 New	8,815 $0
Q1 2020 Apr 08, 2020	SELL	$19.58 - $34.05 $176,239 - $306,484	-9,001 Closed	0 $0
Q4 2019 Jan 10, 2020	SELL	$29.79 - $33.61 $35,420 - $39,962	-1,189 Reduced 11.67%	9,001 $303,000
Q3 2019 Oct 11, 2019	BUY	$30.41 - $31.26 $20,192 - $20,756	664 Added 6.97%	10,190 $313,000
Q2 2019 Jul 24, 2019	BUY	N/A	8,844 Added 1296.77%	9,526 $293,000
Q1 2019 Apr 04, 2019	BUY	N/A	200 Added 41.49%	682 $21,000
Q4 2018 Feb 05, 2019	BUY	N/A	282 Added 141.0%	482 $14,000
Q4 2018 Jan 08, 2019	BUY	N/A	200 New	200 $7,000
Q4 2018 Jan 07, 2019	SELL	N/A	-200 Closed	0 $0
Q2 2018 Jul 05, 2018	BUY	N/A	200 New	200 $7,000

Others Institutions Holding IDV

# of Institutions

480

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarus Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Clarus Wealth Advisors with notifications on news.