Instrumental Wealth, LLC Ishares Tr Transaction History

Instrumental Wealth, LLC

  • $103 Billion
  • Q3 2024

A detailed history of Instrumental Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Instrumental Wealth, LLC holds 81,739 shares of IBDV stock, worth $1.74 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
81,739
Previous 78,996 3.47%
Holding current value
$1.74 Million
Previous $1.7 Billion 5.11%
% of portfolio
1.74%
Previous 1.75%

Shares

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

Oct 15, 2024
BUY
$21.11 - $22.24 $57,904 - $61,004
2,743 Added 3.47%
81,739 $1.78 Billion
Q2 2024

Jul 26, 2024
BUY
$20.82 - $21.38 $56,776 - $58,303
2,727 Added 3.58%
78,996 $1.7 Billion
Q1 2024

May 29, 2024
SELL
$21.16 - $21.68 $20,800 - $21,311
-983 Reduced 1.27%
76,269 $1.61 Billion
Q4 2023

Jan 25, 2024
BUY
$19.85 - $21.72 $1.53 Million - $1.68 Million
77,252 New
77,252 $1.65 Billion

Others Institutions Holding IBDV

# of Institutions
195
Shares Held
49.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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