New Insight Wealth Advisors Ishares Tr Transaction History
New Insight Wealth Advisors
- $160 Billion
- Q1 2024
A detailed history of New Insight Wealth Advisors transactions in Ishares Tr stock. As of the latest transaction made, New Insight Wealth Advisors holds 8,739 shares of IDV stock, worth $247,663. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,739
Previous 16,615
47.4%
Holding current value
$247,663
Previous $465 Million
47.31%
% of portfolio
0.15%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding IDV
# of Institutions
461Shares Held
77.6MCall Options Held
83.2KPut Options Held
22.3K-
Bank Of America Corp Charlotte, NC10.6MShares$301 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.7MShares$190 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.3MShares$150 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.77MShares$107 Million0.03% of portfolio
-
Ubs Group Ag2.96MShares$83.8 Million0.02% of portfolio