A detailed history of Horizon Family Wealth, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 12,244 shares of IDV stock, worth $341,974. This represents 0.28% of its overall portfolio holdings.

Number of Shares
12,244
Previous 12,167 0.63%
Holding current value
$341,974
Previous $340,000 0.88%
% of portfolio
0.28%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


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