Horizon Family Wealth, Inc. Ishares Tr Transaction History

Horizon Family Wealth, Inc.

  • $132 Million
  • Q3 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 12,444 shares of IDV stock, worth $347,436. This represents 0.28% of its overall portfolio holdings.

Number of Shares
12,444
Previous 12,212 1.9%
Holding current value
$347,436
Previous $337,000 11.57%
% of portfolio
0.28%
Previous 0.27%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
476
Shares Held
76.8M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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