Founders Financial Alliance, LLC Ishares Tr Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Ishares Tr stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 2,967 shares of IDV stock, worth $87,022. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,967

Previous 3,339 11.14%

Holding current value

$87,022

Previous $100,000 19.0%

% of portfolio

0.02%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$27.03 - $29.92 $10,055 - $11,130	-372 Reduced 11.14%	2,967 $81,000
Q3 2024 Nov 01, 2024	BUY	$27.62 - $30.64 $745 - $827	27 Added 0.82%	3,339 $100,000
Q2 2024 Aug 23, 2024	BUY	$26.94 - $30.1 $1,400 - $1,565	52 Added 1.6%	3,312 $91,000
Q1 2024 May 14, 2024	BUY	$26.95 - $28.13 $431 - $450	16 Added 0.49%	3,260 $91,000
Q4 2023 Feb 09, 2024	BUY	$24.46 - $28.13 $14,113 - $16,231	577 Added 21.63%	3,244 $90,000
Q2 2023 Aug 11, 2023	SELL	$25.86 - $28.52 $6,542 - $7,215	-253 Reduced 8.66%	2,667 $70,000
Q1 2023 May 15, 2023	BUY	$26.54 - $29.5 $530 - $590	20 Added 0.69%	2,920 $80,000
Q4 2022 Feb 15, 2023	BUY	$22.26 - $27.56 $756 - $937	34 Added 1.19%	2,900 $78,000
Q3 2022 Nov 14, 2022	BUY	$22.53 - $28.47 $1,464 - $1,850	65 Added 2.32%	2,866 $65,000
Q2 2022 Aug 15, 2022	BUY	$26.84 - $32.0 $1,476 - $1,760	55 Added 2.0%	2,801 $76,000
Q1 2022 May 12, 2022	BUY	$29.99 - $33.33 $779 - $866	26 Added 0.96%	2,746 $87,000
Q4 2021 Feb 14, 2022	BUY	$29.77 - $31.71 $684 - $729	23 Added 0.85%	2,720 $85,000
Q3 2021 Nov 15, 2021	BUY	$30.42 - $32.96 $1,399 - $1,516	46 Added 1.74%	2,697 $82,000
Q2 2021 Aug 02, 2021	BUY	$31.67 - $34.02 $918 - $986	29 Added 1.11%	2,651 $85,000
Q1 2021 May 14, 2021	BUY	$29.53 - $32.13 $2,480 - $2,698	84 Added 3.31%	2,622 $87,000
Q4 2020 Feb 04, 2021	BUY	$24.08 - $29.73 $433 - $535	18 Added 0.71%	2,538 $75,000
Q3 2020 Nov 13, 2020	BUY	$24.68 - $26.95 $62,193 - $67,914	2,520 New	2,520 $63,000

Others Institutions Holding IDV

# of Institutions

490

Shares Held

79.8M

Call Options Held

20.5K

Put Options Held

24.8K

View Full List

About ISHARES TR

Ticker IDV
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Founders Financial Alliance, LLC Ishares Tr Transaction History