Evoke Wealth, LLC Ishares Tr Transaction History

Evoke Wealth, LLC

$4.37 Trillion
Q2 2025

A detailed history of Evoke Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Evoke Wealth, LLC holds 10,962 shares of IDV stock, worth $393,645. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,962

Holding current value

$393,645

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$27.79 - $34.84 $304,633 - $381,916	10,962 New	10,962 $378 Million

Others Institutions Holding IDV

# of Institutions

574

Shares Held

97.9M

Call Options Held

23.6K

Put Options Held

67.9K

Bank Of America Corp Charlotte, NC

12.4M
Shares

$446 Million
0.03% of portfolio
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

8.45M
Shares

$303 Million
0.41% of portfolio
Morgan Stanley New York, NY

7.02M
Shares

$252 Million
0.02% of portfolio
Envestnet Asset Management Inc

4.79M
Shares

$172 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.95M
Shares

$142 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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