Panoramic Investment Advisors, LLC Ishares Tr Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 19,658 shares of IDV stock, worth $533,911. This represents 0.41% of its overall portfolio holdings.

Number of Shares
19,658
Previous 18,695 5.15%
Holding current value
$533,911
Previous $524 Million 13.36%
% of portfolio
0.41%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
480
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Panoramic Investment Advisors, LLC Portfolio

Follow Panoramic Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email