Instrumental Wealth, LLC Ishares Tr Transaction History

Instrumental Wealth, LLC

  • $230 Billion
  • Q1 2024

A detailed history of Instrumental Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Instrumental Wealth, LLC holds 76,269 shares of IBDV stock, worth $1.63 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
76,269
Previous 77,252 1.27%
Holding current value
$1.63 Million
Previous $1.65 Billion 2.8%
% of portfolio
0.7%
Previous 1.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
152
Shares Held
31.4M
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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