Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.25 Billion
Q2 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 57 shares of IDV stock, worth $1,625. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 881 93.53%

Holding current value

$1,625

Previous $24,000 95.83%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$26.94 - $30.1 $22,198 - $24,802	-824 Reduced 93.53%	57 $1,000
Q1 2024 Apr 30, 2024	BUY	$26.95 - $28.13 $23,742 - $24,782	881 New	881 $24,000
Q3 2023 Oct 17, 2023	SELL	$25.3 - $27.59 $6,097 - $6,649	-241 Reduced 4.36%	5,284 $134,000
Q2 2023 Jul 19, 2023	SELL	$25.86 - $28.52 $16,757 - $18,480	-648 Reduced 10.5%	5,525 $145,000
Q1 2023 May 10, 2023	BUY	$26.54 - $29.5 $163,831 - $182,103	6,173 New	6,173 $169,000
Q3 2020 Oct 20, 2020	SELL	$24.68 - $26.95 $9,403 - $10,267	-381 Closed	0 $0
Q2 2020 Jul 02, 2020	BUY	$21.21 - $27.95 $8,081 - $10,648	381 New	381 $0

Others Institutions Holding IDV

# of Institutions

464

Shares Held

75.8M

Call Options Held

24.7K

Put Options Held

23.3K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account

Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Transaction History