Oak Family Advisors, LLC Ishares Tr Transaction History

Oak Family Advisors, LLC

  • $268 Million
  • Q4 2024

A detailed history of Oak Family Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Oak Family Advisors, LLC holds 137,605 shares of IBDV stock, worth $2.94 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
137,605
Previous 207,592 33.71%
Holding current value
$2.94 Million
Previous $4.6 Million 36.14%
% of portfolio
1.09%
Previous 1.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
202
Shares Held
50.7M
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
Track This Portfolio

Track Oak Family Advisors, LLC Portfolio

Follow Oak Family Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Family Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email