A detailed history of Oxinas Partners Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Oxinas Partners Wealth Management LLC holds 14,485 shares of IDV stock, worth $413,112. This represents 0.28% of its overall portfolio holdings.

Number of Shares
14,485
Previous 34,250 57.71%
Holding current value
$413,112
Previous $947,000 53.85%
% of portfolio
0.28%
Previous 0.65%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$27.62 - $30.64 $545,909 - $605,599
-19,765 Reduced 57.71%
14,485 $437,000
Q2 2024

Aug 01, 2024

SELL
$26.94 - $30.1 $14,655 - $16,374
-544 Reduced 1.56%
34,250 $947,000
Q1 2024

Apr 18, 2024

BUY
$26.95 - $28.13 $88,422 - $92,294
3,281 Added 10.41%
34,794 $975,000
Q4 2023

Jan 22, 2024

SELL
$24.46 - $28.13 $46,987 - $54,037
-1,921 Reduced 5.75%
31,513 $882,000
Q3 2023

Oct 25, 2023

SELL
$25.3 - $27.59 $35,622 - $38,846
-1,408 Reduced 4.04%
33,434 $849,000
Q2 2023

Jul 14, 2023

BUY
$25.86 - $28.52 $3,103 - $3,422
120 Added 0.35%
34,842 $917,000
Q1 2023

Apr 12, 2023

BUY
$26.54 - $29.5 $921,521 - $1.02 Million
34,722 New
34,722 $954,000
Q2 2022

Jul 15, 2022

SELL
$26.84 - $32.0 $407,216 - $485,504
-15,172 Reduced 49.96%
15,196 $413,000
Q1 2022

Apr 20, 2022

BUY
$29.99 - $33.33 $690,069 - $766,923
23,010 Added 312.72%
30,368 $964,000
Q4 2021

Jan 19, 2022

BUY
$29.77 - $31.71 $219,047 - $233,322
7,358 New
7,358 $229,000

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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