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 $1.75 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
81,739
Previous 78,996 3.47%
Holding current value
$1.75 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
210
Shares Held
52.7M
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
Track This Portfolio

Track Instrumental Wealth, LLC Portfolio

Follow Instrumental Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Instrumental Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Instrumental Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email