A detailed history of Fusion Family Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Fusion Family Wealth LLC holds 17,123 shares of IDV stock, worth $482,354. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,123
Previous 16,623 3.01%
Holding current value
$482,354
Previous $459,000 12.64%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 17, 2024

BUY
$27.62 - $30.64 $13,810 - $15,320
500 Added 3.01%
17,123 $517,000
Q2 2024

Jul 31, 2024

BUY
$26.94 - $30.1 $6,196 - $6,923
230 Added 1.4%
16,623 $459,000
Q1 2024

May 10, 2024

BUY
$26.95 - $28.13 $441,791 - $461,135
16,393 New
16,393 $459,000

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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