Colonial River Wealth Management, LLC Ishares Tr Transaction History

Colonial River Wealth Management, LLC

  • $201 Million
  • Q3 2024

A detailed history of Colonial River Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 106,228 shares of IDV stock, worth $2.99 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
106,228
Previous 103,218 2.92%
Holding current value
$2.99 Million
Previous $2.86 Million 12.43%
% of portfolio
1.6%
Previous 1.54%

Shares

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

Nov 04, 2024
BUY
$27.62 - $30.64 $83,136 - $92,226
3,010 Added 2.92%
106,228 $3.21 Million
Q2 2024

Jul 19, 2024
BUY
$26.94 - $30.1 $375,920 - $420,015
13,954 Added 15.63%
103,218 $2.86 Million
Q1 2024

May 10, 2024
BUY
$26.95 - $28.13 $2.41 Million - $2.51 Million
89,264 New
89,264 $2.5 Million

Others Institutions Holding IDV

# of Institutions
478
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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