Idaho Trust Bank Vanguard Bd Index Fd Inc Short Transaction History

Idaho Trust Bank

$198 Billion
Q4 2024

A detailed history of Idaho Trust Bank transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Idaho Trust Bank holds 4,530 shares of BSV stock, worth $351,120. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,530

Holding current value

$351,120

% of portfolio

0.18%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$77.02 - $78.58 $348,900 - $355,967	4,530 New	4,530 $350 Million
Q4 2023 Feb 06, 2024	SELL	$74.64 - $77.03 $527,107 - $543,985	-7,062 Reduced 69.32%	3,126 $241 Million
Q3 2023 Nov 08, 2023	BUY	$74.97 - $75.93 $140,793 - $142,596	1,878 Added 22.6%	10,188 $766 Million
Q2 2023 Aug 22, 2023	BUY	$75.52 - $76.97 $627,571 - $639,620	8,310 New	8,310 $628 Million

Others Institutions Holding BSV

# of Institutions

1,340

Shares Held

386M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

56.1M
Shares

$4.35 Billion
1.44% of portfolio
Mercer Global Advisors Inc Denver, CO

28.9M
Shares

$2.24 Billion
5.51% of portfolio
Jpmorgan Chase & CO New York, NY

26.9M
Shares

$2.09 Billion
0.17% of portfolio
Goldman Sachs Group Inc New York, NY

16.5M
Shares

$1.28 Billion
0.21% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

16.3M
Shares

$1.27 Billion
4.27% of portfolio

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Idaho Trust Bank, based on Form 13F filings with the SEC.

News

Stay updated on Idaho Trust Bank with notifications on news.

Account