Outlook Wealth Advisors, LLC Ishares Tr Transaction History

Outlook Wealth Advisors, LLC

  • $331 Million
  • Q3 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 151,870 shares of IDV stock, worth $5.54 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
151,870
Previous 18,974 700.41%
Holding current value
$5.54 Million
Previous $654,000 748.62%
% of portfolio
1.68%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$34.54 - $37.28 $4.59 Million - $4.95 Million
132,896 Added 700.41%
151,870 $5.55 Million
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
576
Shares Held
97.7M
Call Options Held
23.6K
Put Options Held
166K
View Full List

About ISHARES TR

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