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 $8.52 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
241,627
Previous 231,276
4.48%
Holding current value
$8.52 Million
Previous $7.17 Million
16.24%
% of portfolio
4.2%
Previous 4.03%
Shares
8 transactions
Others Institutions Holding IDV
# of Institutions
532Shares Held
80.7MCall Options Held
40.6KPut Options Held
53.6K-
Bank Of America Corp Charlotte, NC10.7MShares$378 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.96MShares$246 Million0.02% of portfolio
-
Envestnet Asset Management Inc4.76MShares$168 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.9MShares$138 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.69MShares$95 Million0.02% of portfolio