Oak Family Advisors, LLC Ishares Tr Transaction History

Oak Family Advisors, LLC

  • $318 Million
  • Q3 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 207,592 shares of IBDV stock, worth $4.51 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
207,592
Previous 209,082 0.71%
Holding current value
$4.51 Million
Previous $4.45 Million 3.53%
% of portfolio
1.45%
Previous 1.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
176
Shares Held
39.6M
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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