Disciplined Investors, L.L.C. Ishares Tr Transaction History
Disciplined Investors, L.L.C.
- $111 Billion
- Q1 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 204,822 shares of IDV stock, worth $7.12 Million. This represents 5.73% of its overall portfolio holdings.
Number of Shares
204,822
Previous 172,633
18.65%
Holding current value
$7.12 Million
Previous $4.68 Billion
35.81%
% of portfolio
5.73%
Previous 4.51%
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
505Shares Held
79.1MCall Options Held
40.6KPut Options Held
53.6K-
Bank Of America Corp Charlotte, NC10.7MShares$373 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.96MShares$242 Million0.02% of portfolio
-
Envestnet Asset Management Inc4.76MShares$166 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.9MShares$136 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.69MShares$93.6 Million0.02% of portfolio