Lodestone Wealth Management LLC Ishares Tr Genomics Immunology Transaction History

Lodestone Wealth Management LLC

  • $191 Billion
  • Q1 2024

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Tr Genomics Immunology stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 8,427 shares of IDNA stock, worth $194,832. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,427
Previous 9,353 9.9%
Holding current value
$194,832
Previous $262 Million 9.74%
% of portfolio
0.12%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$22.28 - $25.2 $20,631 - $23,335
-926 Reduced 9.9%
8,427 $236 Million
Q4 2023

Jan 24, 2024
SELL
$17.37 - $23.3 $12,489 - $16,752
-719 Reduced 7.14%
9,353 $262 Million
Q3 2023

Oct 20, 2023
SELL
$20.35 - $24.44 $54,558 - $65,523
-2,681 Reduced 21.02%
10,072 $256 Million
Q2 2023

Jul 25, 2023
BUY
$23.05 - $25.1 $293,956 - $320,100
12,753 New
12,753 $336 Million

Others Institutions Holding IDNA

# of Institutions
66
Shares Held
1.84M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR GENOMICS IMMUNOLOGY

IDNA Quotes by TradingView
  • Ticker IDNA
  • Sector ETFs
  • Industry ETFs
More about IDNA
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

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

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email