Outlook Wealth Advisors, LLC Ishares Tr Transaction History

Outlook Wealth Advisors, LLC

  • $322 Million
  • Q2 2025

A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 18,974 shares of IDV stock, worth $686,669. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,974
Previous 18,770 1.09%
Holding current value
$686,669
Previous $585,000 11.79%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Aug 11, 2025
BUY
$27.79 - $34.84 $5,669 - $7,107
204 Added 1.09%
18,974 $654,000
Q1 2025

Apr 14, 2025
BUY
$27.0 - $31.7 $506,790 - $595,009
18,770 New
18,770 $585,000

Others Institutions Holding IDV

# of Institutions
549
Shares Held
82.2M
Call Options Held
40.6K
Put Options Held
53.6K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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