Lowe Wealth Advisors, LLC Ishares Tr Transaction History

Lowe Wealth Advisors, LLC

  • $230 Million
  • Q3 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 2,410 shares of IDV stock, worth $68,130. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,410
Previous 2,410 -0.0%
Holding current value
$68,130
Previous $66,000 9.09%
% of portfolio
0.03%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 06, 2023
SELL
$25.86 - $28.52 $16,550 - $18,252
-640 Reduced 20.98%
2,410 $63,000
Q1 2023

Apr 05, 2023
BUY
$26.54 - $29.5 $1,327 - $1,475
50 Added 1.67%
3,050 $83,000
Q4 2022

Jan 17, 2023
SELL
$22.26 - $27.56 $2,226 - $2,756
-100 Reduced 3.23%
3,000 $0
Q3 2022

Oct 06, 2022
SELL
$22.53 - $28.47 $3,379 - $4,270
-150 Reduced 4.62%
3,100 $70,000
Q2 2022

Jul 07, 2022
SELL
$26.84 - $32.0 $16,372 - $19,520
-610 Reduced 15.8%
3,250 $88,000
Q1 2022

Apr 08, 2022
SELL
$29.99 - $33.33 $1,799 - $1,999
-60 Reduced 1.53%
3,860 $123,000
Q4 2021

Jan 18, 2022
SELL
$29.77 - $31.71 $7,442 - $7,927
-250 Reduced 6.0%
3,920 $122,000
Q3 2021

Oct 05, 2021
SELL
$30.42 - $32.96 $19,773 - $21,424
-650 Reduced 13.49%
4,170 $127,000
Q2 2021

Jul 01, 2021
SELL
$31.67 - $34.02 $118,762 - $127,575
-3,750 Reduced 43.76%
4,820 $0
Q1 2021

Apr 06, 2021
SELL
$29.53 - $32.13 $94,053 - $102,334
-3,185 Reduced 27.09%
8,570 $270,000
Q4 2020

Jan 07, 2021
SELL
$24.08 - $29.73 $22,274 - $27,500
-925 Reduced 7.29%
11,755 $346,000
Q3 2020

Oct 16, 2020
SELL
$24.68 - $26.95 $23,446 - $25,602
-950 Reduced 6.97%
12,680 $316,000
Q2 2020

Jul 08, 2020
SELL
$21.21 - $27.95 $49,313 - $64,983
-2,325 Reduced 14.57%
13,630 $342,000
Q1 2020

Apr 10, 2020
BUY
$19.58 - $34.05 $52,180 - $90,743
2,665 Added 20.05%
15,955 $361,000
Q4 2019

Jan 15, 2020
BUY
$29.79 - $33.61 $87,284 - $98,477
2,930 Added 28.28%
13,290 $446,000
Q3 2019

Oct 08, 2019
BUY
$30.41 - $31.26 $67,206 - $69,084
2,210 Added 27.12%
10,360 $318,000
Q2 2019

Jul 10, 2019
BUY
N/A
5,200 Added 176.27%
8,150 $250,000
Q1 2019

Apr 08, 2019
BUY
N/A
1,525 Added 107.02%
2,950 $91,000
Q3 2018

Oct 30, 2018
BUY
N/A
625 Added 78.13%
1,425 $46,000
Q2 2018

Jul 12, 2018
BUY
N/A
800 New
800 $26,000

Others Institutions Holding IDV

# of Institutions
478
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

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

Track Lowe Wealth Advisors, LLC Portfolio

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

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email