Disciplined Investors, L.L.C. Ishares Tr Transaction History
Disciplined Investors, L.L.C.
- $128 Billion
- Q2 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 229,452 shares of IDV stock, worth $8.49 Million. This represents 6.17% of its overall portfolio holdings.
Number of Shares
229,452
Previous 204,822
12.03%
Holding current value
$8.49 Million
Previous $6.35 Billion
24.63%
% of portfolio
6.17%
Previous 5.73%
Shares
3 transactions
Others Institutions Holding IDV
# of Institutions
571Shares Held
97.6MCall Options Held
23.6KPut Options Held
67.9K-
Bank Of America Corp Charlotte, NC12.4MShares$459 Million0.03% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL8.45MShares$312 Million0.41% of portfolio
-
Morgan Stanley New York, NY7.02MShares$259 Million0.02% of portfolio
-
Envestnet Asset Management Inc4.79MShares$177 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.95MShares$146 Million0.04% of portfolio