A detailed history of Leo Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Leo Wealth, LLC holds 71,008 shares of IBDV stock, worth $1.56 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
71,008
Previous 49,234 44.23%
Holding current value
$1.56 Million
Previous $1.07 Billion 45.95%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Jul 23, 2025

BUY
$21.28 - $21.98 $463,350 - $478,592
21,774 Added 44.23%
71,008 $1.56 Billion
Q1 2025

May 02, 2025

BUY
$21.11 - $21.73 $135,441 - $139,419
6,416 Added 14.98%
49,234 $1.07 Billion
Q4 2024

Jan 27, 2025

BUY
$21.24 - $22.15 $663,282 - $691,700
31,228 Added 269.44%
42,818 $915 Million
Q3 2024

Oct 21, 2024

BUY
$21.11 - $22.24 $244,664 - $257,761
11,590 New
11,590 $257 Million

Others Institutions Holding IBDV

About ISHARES TR


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

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC 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 Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.