A detailed history of Montag A & Associates Inc transactions in Ishares Tr stock. As of the latest transaction made, Montag A & Associates Inc holds 1,869 shares of IDV stock, worth $50,762. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,869
Previous 2,035 8.16%
Holding current value
$50,762
Previous $56,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$27.62 - $30.64 $4,584 - $5,086
-166 Reduced 8.16%
1,869 $56,000
Q1 2024

May 07, 2024

SELL
$26.95 - $28.13 $2,910 - $3,038
-108 Reduced 5.04%
2,035 $57,000
Q3 2021

Nov 08, 2021

SELL
$30.42 - $32.96 $13,901 - $15,062
-457 Reduced 17.58%
2,143 $65,000
Q4 2020

Feb 12, 2021

BUY
$24.08 - $29.73 $62,607 - $77,298
2,600 New
2,600 $77,000

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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