Clearwater Capital Advisors, LLC Ishares Tr Transaction History

Clearwater Capital Advisors, LLC

$896 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 01, 2022	SELL	$22.53 - $28.47 $3.79 Million - $4.8 Million	-168,442 Reduced 37.26%	283,620 $6.39 Million
Q2 2022 Jul 21, 2022	SELL	$26.84 - $32.0 $699,423 - $833,888	-26,059 Reduced 5.45%	452,062 $12.3 Million
Q1 2022 May 03, 2022	BUY	$29.99 - $33.33 $70,506 - $78,358	2,351 Added 0.49%	478,121 $15.2 Million
Q4 2021 Jan 26, 2022	SELL	$29.77 - $31.71 $853,446 - $909,062	-28,668 Reduced 5.68%	475,770 $14.8 Million
Q3 2021 Nov 03, 2021	BUY	$30.42 - $32.96 $778,569 - $843,578	25,594 Added 5.34%	504,438 $15.3 Million
Q2 2021 Aug 04, 2021	BUY	$31.67 - $34.02 $1.37 Million - $1.47 Million	43,148 Added 9.9%	478,844 $15.5 Million
Q1 2021 Apr 21, 2021	BUY	$29.53 - $32.13 $12.9 Million - $14 Million	435,696 New	435,696 $13.7 Million

Others Institutions Holding IDV

# of Institutions

464

Shares Held

75.8M

Call Options Held

24.7K

Put Options Held

23.3K

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 Clearwater Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearwater Capital Advisors, LLC with notifications on news.