Epg Wealth Management LLC Ishares Tr Transaction History

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,565 shares of IDV stock, worth $52,959. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,565
Holding current value
$52,959
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$27.0 - $31.7 $42,255 - $49,610
1,565 New
1,565 $48.6 Million
Q3 2022

Nov 15, 2022
BUY
$22.53 - $28.47 $473 - $597
21 New
21 $0
Q2 2022

Aug 15, 2022
SELL
$26.84 - $32.0 $563 - $672
-21 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$30.42 - $32.96 $638 - $692
21 New
21 $1,000
Q2 2020

Aug 06, 2020
SELL
$21.21 - $27.95 $2,439 - $3,214
-115 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$29.79 - $33.61 $3,425 - $3,865
115 New
115 $4,000

Others Institutions Holding IDV

# of Institutions
504
Shares Held
79.1M
Call Options Held
40.6K
Put Options Held
53.6K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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