A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Ishares Tr stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 23,294 shares of IDV stock, worth $632,665. This represents 0.6% of its overall portfolio holdings.

Number of Shares
23,294
Previous 22,206 4.9%
Holding current value
$632,665
Previous $614,000 14.66%
% of portfolio
0.6%
Previous 0.57%

Shares

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

Nov 12, 2024

BUY
$27.62 - $30.64 $30,050 - $33,336
1,088 Added 4.9%
23,294 $704,000
Q2 2024

Aug 14, 2024

SELL
$26.94 - $30.1 $129,796 - $145,021
-4,818 Reduced 17.83%
22,206 $614,000
Q1 2024

May 10, 2024

SELL
$26.95 - $28.13 $2.79 Million - $2.91 Million
-103,342 Reduced 79.27%
27,024 $757,000
Q4 2023

Feb 06, 2024

BUY
$24.46 - $28.13 $61,883 - $71,168
2,530 Added 1.98%
130,366 $3.65 Million
Q3 2023

Nov 13, 2023

BUY
$25.3 - $27.59 $3,162 - $3,448
125 Added 0.1%
127,836 $3.25 Million
Q2 2023

Aug 09, 2023

BUY
$25.86 - $28.52 $170,546 - $188,089
6,595 Added 5.45%
127,711 $3.36 Million
Q1 2023

May 04, 2023

BUY
$26.54 - $29.5 $936,782 - $1.04 Million
35,297 Added 41.13%
121,116 $3.33 Million
Q4 2022

Feb 14, 2023

BUY
$22.26 - $27.56 $294,455 - $364,563
13,228 Added 18.22%
85,819 $2.33 Million
Q3 2022

Nov 14, 2022

BUY
$22.53 - $28.47 $499,963 - $631,777
22,191 Added 44.03%
72,591 $1.64 Million
Q2 2022

Aug 12, 2022

BUY
$26.84 - $32.0 $192,496 - $229,504
7,172 Added 16.59%
50,400 $1.37 Million
Q1 2022

May 16, 2022

BUY
$29.99 - $33.33 $162,725 - $180,848
5,426 Added 14.35%
43,228 $1.37 Million
Q4 2021

Feb 14, 2022

BUY
$29.77 - $31.71 $501,207 - $533,869
16,836 Added 80.3%
37,802 $1.18 Million
Q3 2021

Nov 09, 2021

SELL
$30.42 - $32.96 $4,197 - $4,548
-138 Reduced 0.65%
20,966 $638,000
Q2 2021

Aug 04, 2021

BUY
$31.67 - $34.02 $122,594 - $131,691
3,871 Added 22.46%
21,104 $684,000
Q1 2021

May 14, 2021

BUY
$29.53 - $32.13 $40,899 - $44,500
1,385 Added 8.74%
17,233 $542,000
Q4 2020

Feb 12, 2021

SELL
$24.08 - $29.73 $1,998 - $2,467
-83 Reduced 0.52%
15,848 $467,000
Q3 2020

Nov 12, 2020

BUY
$24.68 - $26.95 $81,221 - $88,692
3,291 Added 26.04%
15,931 $397,000
Q2 2020

Jul 31, 2020

BUY
$21.21 - $27.95 $80,640 - $106,265
3,802 Added 43.02%
12,640 $318,000
Q1 2020

Apr 27, 2020

SELL
$19.58 - $34.05 $6,304 - $10,964
-322 Reduced 3.52%
8,838 $200,000
Q4 2019

Feb 21, 2020

BUY
$29.79 - $33.61 $272,876 - $307,867
9,160 New
9,160 $308,000

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Kerntke Otto Mc Glone Wealth Management Group Portfolio

Follow Kerntke Otto Mc Glone Wealth Management Group 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 Kerntke Otto Mc Glone Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Kerntke Otto Mc Glone Wealth Management Group with notifications on news.