Gradient Capital Advisors, LLC Ishares Tr Transaction History

Gradient Capital Advisors, LLC

  • $358 Million
  • Q3 2025

A detailed history of Gradient Capital Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 29,435 shares of IBDV stock, worth $654,340. This represents 0.18% of its overall portfolio holdings.

Number of Shares
29,435
Previous 29,435 -0.0%
Holding current value
$654,340
Previous $646,000 0.77%
% of portfolio
0.18%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$21.11 - $21.73 $37,744 - $38,853
1,788 Added 6.47%
29,435 $639,000
Q4 2024

Jan 29, 2025
BUY
$21.24 - $22.15 $53,461 - $55,751
2,517 Added 10.02%
27,647 $590,000
Q3 2024

Oct 16, 2024
BUY
$21.11 - $22.24 $16,698 - $17,591
791 Added 3.25%
25,130 $557,000
Q2 2024

Jul 19, 2024
BUY
$20.82 - $21.38 $59,316 - $60,911
2,849 Added 13.26%
24,339 $517,000
Q1 2024

Apr 17, 2024
BUY
$21.16 - $21.68 $124,166 - $127,218
5,868 Added 37.56%
21,490 $459,000
Q4 2023

Jan 31, 2024
BUY
$19.85 - $21.72 $310,096 - $339,309
15,622 New
15,622 $338,000

Others Institutions Holding IBDV

# of Institutions
276
Shares Held
77.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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