Monterey Private Wealth, Inc. Ishares Tr Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 19,365 shares of IDV stock, worth $700,819. This represents 0.18% of its overall portfolio holdings.

Number of Shares
19,365
Previous 19,365 -0.0%
Holding current value
$700,819
Previous $530,000 13.21%
% of portfolio
0.18%
Previous 0.18%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$27.03 - $29.92 $523,435 - $579,400
19,365 New
19,365 $530,000

Others Institutions Holding IDV

# of Institutions
544
Shares Held
81.7M
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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