A detailed history of James Investment Research Inc transactions in Ishares Tr stock. As of the latest transaction made, James Investment Research Inc holds 13,150 shares of IBDV stock, worth $282,330. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,150
Previous 11,950 10.04%
Holding current value
$282,330
Previous $254,000 14.57%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 29, 2024

BUY
$21.11 - $22.24 $25,332 - $26,687
1,200 Added 10.04%
13,150 $291,000
Q4 2023

Feb 06, 2024

BUY
$19.85 - $21.72 $237,207 - $259,554
11,950 New
11,950 $258,000

Others Institutions Holding IBDV

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track James Investment Research Inc Portfolio

Follow James Investment Research Inc 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 James Investment Research Inc, based on Form 13F filings with the SEC.

News

Stay updated on James Investment Research Inc with notifications on news.