Morgan Rosel Wealth Management, LLC Ishares Tr Transaction History

Morgan Rosel Wealth Management, LLC

  • $348 Million
  • Q2 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 9,083 shares of IDV stock, worth $328,713. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,083
Previous 10,324 12.02%
Holding current value
$328,713
Previous $320,000 2.19%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
$27.79 - $34.84 $34,487 - $43,236
-1,241 Reduced 12.02%
9,083 $313,000
Q1 2025

Apr 25, 2025
SELL
$27.0 - $31.7 $64,746 - $76,016
-2,398 Reduced 18.85%
10,324 $320,000
Q4 2024

Feb 04, 2025
BUY
$27.03 - $29.92 $343,875 - $380,642
12,722 New
12,722 $348,000
Q3 2019

Oct 31, 2019
SELL
$30.41 - $31.26 $203,747 - $209,442
-6,700 Closed
0 $0
Q2 2019

Aug 06, 2019
BUY
N/A
6,700 New
6,700 $206,000

Others Institutions Holding IDV

# of Institutions
556
Shares Held
83M
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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