A detailed history of Independent Wealth Network Inc. transactions in Ishares Tr stock. As of the latest transaction made, Independent Wealth Network Inc. holds 19,370 shares of IDV stock, worth $547,589. This represents 0.27% of its overall portfolio holdings.

Number of Shares
19,370
Previous 19,169 1.05%
Holding current value
$547,589
Previous $530,000 10.38%
% of portfolio
0.27%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$27.62 - $30.64 $5,551 - $6,158
201 Added 1.05%
19,370 $585,000
Q2 2024

Jul 18, 2024

BUY
$26.94 - $30.1 $11,772 - $13,153
437 Added 2.33%
19,169 $530,000
Q1 2024

May 20, 2024

BUY
$26.95 - $28.13 $504,827 - $526,931
18,732 New
18,732 $525,000
Q4 2023

Jan 12, 2024

BUY
$24.46 - $28.13 $190,616 - $219,217
7,793 Added 75.87%
18,064 $505,000
Q3 2023

Oct 11, 2023

BUY
$25.3 - $27.59 $47,260 - $51,538
1,868 Added 22.23%
10,271 $260,000
Q2 2023

Jul 12, 2023

SELL
$25.86 - $28.52 $2,663 - $2,937
-103 Reduced 1.21%
8,403 $221,000
Q1 2023

Apr 18, 2023

BUY
$26.54 - $29.5 $7,855 - $8,732
296 Added 3.61%
8,506 $233,000
Q4 2022

Jan 25, 2023

BUY
$22.26 - $27.56 $182,754 - $226,267
8,210 New
8,210 $0
Q2 2022

Jul 26, 2022

SELL
$26.84 - $32.0 $5,421 - $6,464
-202 Reduced 2.51%
7,847 $213,000
Q1 2022

Apr 20, 2022

BUY
$29.99 - $33.33 $27,680 - $30,763
923 Added 12.95%
8,049 $256,000
Q4 2021

Feb 10, 2022

BUY
$29.77 - $31.71 $212,141 - $225,965
7,126 New
7,126 $222,000

Others Institutions Holding IDV

About ISHARES TR


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