Fiduciary Advisors, Inc. Ishares Tr Transaction History

Fiduciary Advisors, Inc.

$99.4 Billion
Q4 2024

A detailed history of Fiduciary Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Fiduciary Advisors, Inc. holds 1,063 shares of IDV stock, worth $33,165. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,063

Holding current value

$33,165

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$27.03 - $29.92 $28,732 - $31,804	1,063 New	1,063 $29.1 Million

Others Institutions Holding IDV

# of Institutions

497

Shares Held

78.5M

Call Options Held

20.5K

Put Options Held

24.8K

Bank Of America Corp Charlotte, NC

10.6M
Shares

$331 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.59M
Shares

$206 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.4M
Shares

$168 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.85M
Shares

$120 Million
0.03% of portfolio
Ubs Group Ag

2.71M
Shares

$84.4 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Fiduciary Advisors, Inc. with notifications on news.

Account

Fiduciary Advisors, Inc. Ishares Tr Transaction History