Ibex Wealth Advisors Ishares Tr Transaction History

Ibex Wealth Advisors

$902 Million
Q2 2025

A detailed history of Ibex Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, Ibex Wealth Advisors holds 19,756 shares of IDV stock, worth $714,969. This represents 0.08% of its overall portfolio holdings.

Number of Shares

19,756

Holding current value

$714,969

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$27.79 - $34.84 $549,019 - $688,299	19,756 New	19,756 $681,000

Others Institutions Holding IDV

# of Institutions

544

Shares Held

81.7M

Call Options Held

40.6K

Put Options Held

53.6K

Bank Of America Corp Charlotte, NC

10.7M
Shares

$388 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.96M
Shares

$252 Million
0.02% of portfolio
Envestnet Asset Management Inc

4.79M
Shares

$174 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.9M
Shares

$141 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

2.69M
Shares

$97.4 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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