Minich Mac Gregor Wealth Management, LLC Ishares Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $419 Million
  • Q1 2025

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 395,513 shares of IBDV stock, worth $8.65 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
395,513
Previous 372,600 6.15%
Holding current value
$8.65 Million
Previous $7.96 Million 7.94%
% of portfolio
2.05%
Previous 1.74%

Shares

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

Apr 22, 2025
BUY
$21.11 - $21.73 $483,693 - $497,899
22,913 Added 6.15%
395,513 $8.59 Million
Q4 2024

Jan 17, 2025
BUY
$21.24 - $22.15 $7.91 Million - $8.25 Million
372,600 New
372,600 $7.96 Million

Others Institutions Holding IBDV

# of Institutions
233
Shares Held
68.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Minich Mac Gregor Wealth Management, LLC Portfolio

Follow Minich Mac Gregor 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 Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email