Creative One Wealth, LLC Ishares Tr Transaction History

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024

A detailed history of Creative One Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Creative One Wealth, LLC holds 10,726 shares of IDV stock, worth $314,593. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,726
Previous 13,462 20.32%
Holding current value
$314,593
Previous $406,000 27.83%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$27.03 - $29.92 $73,954 - $81,861
-2,736 Reduced 20.32%
10,726 $293,000
Q3 2024

Nov 13, 2024
BUY
$27.62 - $30.64 $33,889 - $37,595
1,227 Added 10.03%
13,462 $406,000
Q2 2024

Aug 14, 2024
BUY
$26.94 - $30.1 $329,610 - $368,273
12,235 New
12,235 $339,000
Q4 2023

Feb 09, 2024
BUY
$24.46 - $28.13 $235,280 - $270,582
9,619 New
9,619 $269,000

Others Institutions Holding IDV

# of Institutions
490
Shares Held
79.8M
Call Options Held
20.5K
Put Options Held
24.8K
View Full List

About ISHARES TR

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