Johnson & White Wealth Management, LLC Ishares Tr Transaction History

Johnson & White Wealth Management, LLC

  • $199 Million
  • Q2 2025

A detailed history of Johnson & White Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 241,627 shares of IDV stock, worth $8.74 Million. This represents 4.2% of its overall portfolio holdings.

Number of Shares
241,627
Previous 231,276 4.48%
Holding current value
$8.74 Million
Previous $7.17 Million 16.24%
% of portfolio
4.2%
Previous 4.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$27.79 - $34.84 $287,654 - $360,628
10,351 Added 4.48%
241,627 $8.34 Million
Q1 2025

Apr 10, 2025
BUY
$27.0 - $31.7 $697,599 - $819,032
25,837 Added 12.58%
231,276 $7.17 Million
Q4 2024

Jan 13, 2025
BUY
$27.03 - $29.92 $5.55 Million - $6.15 Million
205,439 New
205,439 $5.62 Million
Q1 2024

Apr 10, 2024
BUY
$26.95 - $28.13 $483,914 - $505,102
17,956 Added 11.03%
180,778 $5.07 Million
Q4 2023

Jan 17, 2024
SELL
$24.46 - $28.13 $461,633 - $530,897
-18,873 Reduced 10.39%
162,822 $4.56 Million
Q3 2023

Oct 12, 2023
BUY
$25.3 - $27.59 $4.6 Million - $5.01 Million
181,695 New
181,695 $4.62 Million
Q1 2023

Apr 17, 2023
BUY
$26.54 - $29.5 $5.18 Million - $5.76 Million
195,133 New
195,133 $5.36 Million
Q3 2022

Nov 14, 2022
BUY
$22.53 - $28.47 $3.28 Million - $4.15 Million
145,643 New
145,643 $3.28 Million

Others Institutions Holding IDV

# of Institutions
571
Shares Held
96.7M
Call Options Held
23.6K
Put Options Held
67.9K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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