A detailed history of Creative One Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Creative One Wealth, LLC holds 13,462 shares of IDV stock, worth $379,224. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,462
Previous 12,235 10.03%
Holding current value
$379,224
Previous $339,000 19.76%
% of portfolio
0.01%
Previous 0.02%

Shares

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

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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