Cooksen Wealth, LLC Ishares Tr Transaction History

Cooksen Wealth, LLC

$98.6 Billion
Q1 2025

A detailed history of Cooksen Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Cooksen Wealth, LLC holds 2,663 shares of IDV stock, worth $96,373. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,663

Holding current value

$96,373

% of portfolio

0.08%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$27.0 - $31.7 $71,901 - $84,417	2,663 New	2,663 $74.7 Million
Q4 2023 Mar 21, 2024	BUY	$24.46 - $28.13 $65,136 - $74,910	2,663 New	2,663 $74.5 Million

Others Institutions Holding IDV

# of Institutions

544

Shares Held

81.7M

Call Options Held

40.6K

Put Options Held

53.6K

Bank Of America Corp Charlotte, NC

10.7M
Shares

$388 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.96M
Shares

$252 Million
0.02% of portfolio
Envestnet Asset Management Inc

4.79M
Shares

$174 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.9M
Shares

$141 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

2.69M
Shares

$97.4 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cooksen Wealth, LLC with notifications on news.

Account