Nestegg Advisors, Inc. Ishares Tr Transaction History

Nestegg Advisors, Inc.

$98.8 Billion
Q4 2024

A detailed history of Nestegg Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Nestegg Advisors, Inc. holds 290,205 shares of IBDV stock, worth $6.23 Million. This represents 6.31% of its overall portfolio holdings.

Number of Shares

290,205

Holding current value

$6.23 Million

% of portfolio

6.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 21, 2025	BUY	$21.24 - $22.15 $6.16 Million - $6.43 Million	290,205 New	290,205 $6.23 Billion

Others Institutions Holding IBDV

# of Institutions

229

Shares Held

62.2M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.34M
Shares

$93.3 Million
1.04% of portfolio
Bank Of America Corp Charlotte, NC

3.87M
Shares

$83.1 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.42M
Shares

$73.5 Million
0.02% of portfolio
Capital Investment Advisors, LLC

3.15M
Shares

$67.7 Million
1.38% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.66M
Shares

$57.2 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Nestegg Advisors, Inc. Ishares Tr Transaction History