Integris Wealth Management, LLC Ishares Tr Transaction History

Integris Wealth Management, LLC

  • $346 Billion
  • Q2 2024

A detailed history of Integris Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Integris Wealth Management, LLC holds 17,596 shares of IDV stock, worth $521,369. This represents 0.14% of its overall portfolio holdings.

Number of Shares
17,596
Previous 17,546 0.28%
Holding current value
$521,369
Previous $492 Million 1.04%
% of portfolio
0.14%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$26.94 - $30.1 $1,347 - $1,505
50 Added 0.28%
17,596 $487 Million
Q1 2024

May 03, 2024
SELL
$26.95 - $28.13 $592 - $618
-22 Reduced 0.13%
17,546 $492 Million
Q4 2023

Feb 09, 2024
SELL
$24.46 - $28.13 $13,159 - $15,133
-538 Reduced 2.97%
17,568 $492 Million
Q3 2023

Nov 08, 2023
BUY
$25.3 - $27.59 $19,379 - $21,133
766 Added 4.42%
18,106 $460 Million
Q2 2023

Jul 13, 2023
BUY
$25.86 - $28.52 $5,896 - $6,502
228 Added 1.33%
17,340 $457 Million
Q1 2023

May 15, 2023
SELL
$26.54 - $29.5 $22,771 - $25,311
-858 Reduced 4.77%
17,112 $470 Million
Q4 2022

Feb 07, 2023
BUY
$22.26 - $27.56 $400,012 - $495,253
17,970 New
17,970 $488 Million

Others Institutions Holding IDV

# of Institutions
463
Shares Held
82.3M
Call Options Held
24.7K
Put Options Held
23.3K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Integris Wealth Management, LLC Portfolio

Follow Integris Wealth Management, 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 Integris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email