Daymark Wealth Partners, LLC Ishares Tr Transaction History

Daymark Wealth Partners, LLC

$2.92 Billion
Q4 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 11,835 shares of IDV stock, worth $346,292. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,835

Previous 11,835 -0.0%

Holding current value

$346,292

Previous $324,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$27.03 - $29.92 $30,219 - $33,450	-1,118 Reduced 8.63%	11,835 $324,000
Q3 2024 Oct 08, 2024	SELL	$27.62 - $30.64 $116,335 - $129,055	-4,212 Reduced 24.54%	12,953 $391,000
Q2 2024 Aug 14, 2024	BUY	$26.94 - $30.1 $122,092 - $136,413	4,532 Added 35.87%	17,165 $474,000
Q1 2024 Apr 10, 2024	SELL	$26.95 - $28.13 $565 - $590	-21 Reduced 0.17%	12,633 $354,000
Q4 2023 Jan 09, 2024	BUY	$24.46 - $28.13 $831 - $956	34 Added 0.27%	12,654 $354,000
Q3 2023 Oct 10, 2023	BUY	$25.3 - $27.59 $59,455 - $64,836	2,350 Added 22.88%	12,620 $320,000
Q2 2023 Jul 19, 2023	BUY	$25.86 - $28.52 $265,582 - $292,900	10,270 New	10,270 $270,000

Others Institutions Holding IDV

# of Institutions

494

Shares Held

79.8M

Call Options Held

20.5K

Put Options Held

24.8K

View Full List

About ISHARES TR

Ticker IDV
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Daymark Wealth Partners, LLC Ishares Tr Transaction History