A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 271,488 shares of IDV stock, worth $7.37 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
271,488
Previous 142,380 90.68%
Holding current value
$7.37 Million
Previous $3.94 Million 108.35%
% of portfolio
1.54%
Previous 0.79%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$27.62 - $30.64 $3.57 Million - $3.96 Million
129,108 Added 90.68%
271,488 $8.21 Million
Q2 2024

Jul 18, 2024

BUY
$26.94 - $30.1 $3.84 Million - $4.29 Million
142,380 New
142,380 $3.94 Million
Q2 2023

Jul 17, 2023

SELL
$25.86 - $28.52 $797,367 - $879,385
-30,834 Reduced 7.99%
355,099 $9.35 Million
Q1 2023

Apr 18, 2023

BUY
$26.54 - $29.5 $6.6 Million - $7.34 Million
248,748 Added 181.32%
385,933 $10.6 Million
Q4 2022

Jan 27, 2023

BUY
$22.26 - $27.56 $3.05 Million - $3.78 Million
137,185 New
137,185 $3.73 Million
Q3 2021

Oct 13, 2021

SELL
$30.42 - $32.96 $255,102 - $276,402
-8,386 Closed
0 $0
Q2 2021

Aug 11, 2021

SELL
$31.67 - $34.02 $27,014 - $29,019
-853 Reduced 9.23%
8,386 $272,000
Q1 2021

May 07, 2021

SELL
$29.53 - $32.13 $775,132 - $843,380
-26,249 Reduced 73.97%
9,239 $291,000
Q4 2020

Feb 12, 2021

BUY
$24.08 - $29.73 $169,884 - $209,745
7,055 Added 24.81%
35,488 $1.05 Million
Q3 2020

Nov 13, 2020

BUY
$24.68 - $26.95 $129,915 - $141,864
5,264 Added 22.72%
28,433 $709,000
Q2 2020

Aug 14, 2020

SELL
$21.21 - $27.95 $541,236 - $713,228
-25,518 Reduced 52.41%
23,169 $582,000
Q1 2020

May 15, 2020

SELL
$19.58 - $34.05 $67,413 - $117,234
-3,443 Reduced 6.6%
48,687 $1.1 Million
Q4 2019

Feb 19, 2020

BUY
$29.79 - $33.61 $1.48 Million - $1.67 Million
49,670 Added 2019.11%
52,130 $1.75 Million
Q4 2019

Feb 12, 2020

SELL
$29.79 - $33.61 $1.44 Million - $1.63 Million
-48,370 Reduced 95.16%
2,460 $71,000
Q3 2019

Nov 05, 2019

BUY
$30.41 - $31.26 $1.47 Million - $1.51 Million
48,370 Added 1966.26%
50,830 $1.56 Million
Q4 2018

Feb 14, 2019

BUY
N/A
2,460 New
2,460 $71,000

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Erts Wealth Advisors, LLC Portfolio

Follow Erts Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Erts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Erts Wealth Advisors, LLC with notifications on news.