A detailed history of Meritage Portfolio Management transactions in Ishares Tr stock. As of the latest transaction made, Meritage Portfolio Management holds 12,350 shares of IDV stock, worth $450,527. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,350
Previous 124,153 90.05%
Holding current value
$450,527
Previous $4.28 Million 89.47%
% of portfolio
0.03%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$34.54 - $37.28 $3.86 Million - $4.17 Million
-111,803 Reduced 90.05%
12,350 $451,000
Q2 2025

Jul 25, 2025

BUY
$27.79 - $34.84 $3.45 Million - $4.33 Million
124,153 New
124,153 $4.28 Million

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Meritage Portfolio Management Portfolio

Follow Meritage Portfolio Management 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 Meritage Portfolio Management, based on Form 13F filings with the SEC.

News

Stay updated on Meritage Portfolio Management with notifications on news.