Kozak & Associates, Inc. Ishares Tr Transaction History

Kozak & Associates, Inc.

$524 Million
Q3 2025

A detailed history of Kozak & Associates, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 617 shares of IBDV stock, worth $13,592. This represents 0.0% of its overall portfolio holdings.

Number of Shares

617

Holding current value

$13,592

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 18, 2025	BUY	$21.75 - $22.22 $13,419 - $13,709	617 New	617 $13,000

Others Institutions Holding IBDV

# of Institutions

290

Shares Held

80.6M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.63M
Shares

$124 Million
0.98% of portfolio
Bank Of America Corp Charlotte, NC

5.55M
Shares

$122 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

3.86M
Shares

$85 Million
0.15% of portfolio
Capital Investment Advisors, LLC

3.68M
Shares

$81.1 Million
1.41% of portfolio
Capital Advisors Inc

2.94M
Shares

$64.9 Million
1.11% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kozak & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kozak & Associates, Inc. with notifications on news.

Account