Horizon Family Wealth, Inc. Ishares Tr Transaction History

Horizon Family Wealth, Inc.

$143 Million
Q4 2024

A detailed history of Horizon Family Wealth, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 12,407 shares of IDV stock, worth $363,028. This represents 0.24% of its overall portfolio holdings.

Number of Shares

12,407

Previous 12,444 0.3%

Holding current value

$363,028

Previous $376,000 9.84%

% of portfolio

0.24%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$27.03 - $29.92 $1,000 - $1,107	-37 Reduced 0.3%	12,407 $339,000
Q3 2024 Nov 14, 2024	BUY	$27.62 - $30.64 $6,407 - $7,108	232 Added 1.9%	12,444 $376,000
Q2 2024 Aug 07, 2024	SELL	$26.94 - $30.1 $862 - $963	-32 Reduced 0.26%	12,212 $337,000
Q1 2024 May 09, 2024	BUY	$26.95 - $28.13 $2,075 - $2,166	77 Added 0.63%	12,244 $343,000
Q4 2023 Feb 07, 2024	SELL	$24.46 - $28.13 $23,188 - $26,667	-948 Reduced 7.23%	12,167 $340,000
Q3 2023 Nov 15, 2023	BUY	$25.3 - $27.59 $331,809 - $361,842	13,115 New	13,115 $333,000
Q2 2023 Aug 11, 2023	BUY	$25.86 - $28.52 $54,487 - $60,091	2,107 Added 19.14%	13,115 $345,000
Q1 2023 May 05, 2023	BUY	$26.54 - $29.5 $292,152 - $324,736	11,008 New	11,008 $302,000

Others Institutions Holding IDV

# of Institutions

493

Shares Held

79.8M

Call Options Held

20.5K

Put Options Held

24.8K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

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Horizon Family Wealth, Inc. Ishares Tr Transaction History