Oak Family Advisors, LLC Ishares Tr Transaction History

Oak Family Advisors, LLC

  • $296 Million
  • Q2 2025

A detailed history of Oak Family Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Oak Family Advisors, LLC holds 11,405 shares of IBDV stock, worth $250,225. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,405
Previous 20,229 43.62%
Holding current value
$250,225
Previous $439,000 43.05%
% of portfolio
0.08%
Previous 0.15%

Shares

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

Jul 17, 2025
SELL
$21.28 - $21.98 $187,774 - $193,951
-8,824 Reduced 43.62%
11,405 $250,000
Q1 2025

Apr 15, 2025
SELL
$21.11 - $21.73 $2.48 Million - $2.55 Million
-117,376 Reduced 85.3%
20,229 $439,000
Q4 2024

Jan 24, 2025
SELL
$21.24 - $22.15 $1.49 Million - $1.55 Million
-69,987 Reduced 33.71%
137,605 $2.94 Million
Q3 2024

Oct 17, 2024
SELL
$21.11 - $22.24 $31,453 - $33,137
-1,490 Reduced 0.71%
207,592 $4.6 Million
Q2 2024

Jul 23, 2024
BUY
$20.82 - $21.38 $27,503 - $28,242
1,321 Added 0.64%
209,082 $4.45 Million
Q1 2024

Apr 24, 2024
BUY
$21.16 - $21.68 $356,482 - $365,242
16,847 Added 8.82%
207,761 $4.45 Million
Q4 2023

Jan 30, 2024
BUY
$19.85 - $21.72 $3.79 Million - $4.15 Million
190,914 New
190,914 $4.13 Million

Others Institutions Holding IBDV

# of Institutions
256
Shares Held
73.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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