A detailed history of Executive Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Executive Wealth Management, LLC holds 126,299 shares of IBDV stock, worth $2.69 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
126,299
Previous 126,299 -0.0%
Holding current value
$2.69 Million
Previous $2.8 Million -0.0%
% of portfolio
0.24%
Previous 0.38%

Shares

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

Nov 01, 2024

BUY
$21.11 - $22.24 $1.92 Million - $2.02 Million
90,967 Added 257.46%
126,299 $2.8 Million
Q2 2024

Aug 08, 2024

BUY
$20.82 - $21.38 $297,913 - $305,926
14,309 Added 68.06%
35,332 $751,000
Q1 2024

May 13, 2024

BUY
$21.16 - $21.68 $241,943 - $247,889
11,434 Added 119.24%
21,023 $449,000
Q4 2023

Jan 26, 2024

BUY
$19.85 - $21.72 $190,341 - $208,273
9,589 New
9,589 $207,000

Others Institutions Holding IBDV

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
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