Marshall & Sterling Wealth Advisors Inc. Ishares Tr Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Tr stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 666 shares of IDV stock, worth $22,537. This represents 0.01% of its overall portfolio holdings.

Number of Shares
666
Previous 663 0.45%
Holding current value
$22,537
Previous $18.1 Million 13.98%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$27.0 - $31.7 $81 - $95
3 Added 0.45%
666 $20.7 Million
Q4 2024

Feb 14, 2025
BUY
$27.03 - $29.92 $17,920 - $19,836
663 New
663 $18.1 Million

Others Institutions Holding IDV

# of Institutions
505
Shares Held
79.1M
Call Options Held
40.6K
Put Options Held
53.6K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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