Panoramic Investment Advisors, LLC Ishares Tr Transaction History

Panoramic Investment Advisors, LLC

  • $178 Billion
  • Q3 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 34,102 shares of IDV stock, worth $1.3 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
34,102
Previous 33,580 1.55%
Holding current value
$1.3 Million
Previous $1.16 Billion 7.56%
% of portfolio
0.7%
Previous 0.71%

Shares

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

Oct 24, 2025
BUY
$34.54 - $37.28 $18,029 - $19,460
522 Added 1.55%
34,102 $1.25 Billion
Q2 2025

Aug 07, 2025
SELL
$27.79 - $34.84 $21,481 - $26,931
-773 Reduced 2.25%
33,580 $1.16 Billion
Q1 2025

May 06, 2025
BUY
$27.0 - $31.7 $65,529 - $76,935
2,427 Added 7.6%
34,353 $1.07 Billion
Q4 2024

Jan 24, 2025
BUY
$27.03 - $29.92 $331,604 - $367,058
12,268 Added 62.41%
31,926 $874 Million
Q3 2024

Oct 31, 2024
BUY
$27.62 - $30.64 $26,598 - $29,506
963 Added 5.15%
19,658 $594 Million
Q1 2024

Apr 18, 2024
BUY
$26.95 - $28.13 $88,908 - $92,800
3,299 Added 21.43%
18,695 $524 Million
Q4 2023

Jan 23, 2024
BUY
$24.46 - $28.13 $72,377 - $83,236
2,959 Added 23.79%
15,396 $431 Million
Q3 2023

Nov 15, 2023
BUY
$25.3 - $27.59 $87,816 - $95,764
3,471 Added 38.71%
12,437 $316 Million
Q4 2022

Mar 01, 2023
BUY
$22.26 - $27.56 $199,583 - $247,102
8,966 New
8,966 $244 Million

Others Institutions Holding IDV

# of Institutions
583
Shares Held
91.5M
Call Options Held
13.5K
Put Options Held
138K
View Full List

About ISHARES TR

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