Disciplined Investors, L.L.C. Ishares Tr Transaction History
Disciplined Investors, L.L.C.
- $140 Billion
- Q3 2025
A detailed history of Disciplined Investors, L.L.C. transactions in Ishares Tr stock. As of the latest transaction made, Disciplined Investors, L.L.C. holds 247,955 shares of IDV stock, worth $9.48 Million. This represents 6.45% of its overall portfolio holdings.
Number of Shares
247,955
Previous 229,452
8.06%
Holding current value
$9.48 Million
Previous $7.92 Billion
14.45%
% of portfolio
6.45%
Previous 6.17%
Shares
4 transactions
Others Institutions Holding IDV
# of Institutions
582Shares Held
91.5MCall Options Held
13.5KPut Options Held
138K-
Bank Of America Corp Charlotte, NC12.7MShares$484 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.31MShares$279 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.99MShares$153 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.95MShares$151 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.62MShares$139 Million0.04% of portfolio