A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 18,695 shares of IDV stock, worth $553,932. This represents 0.39% of its overall portfolio holdings.

Number of Shares
18,695
Previous 15,396 21.43%
Holding current value
$553,932
Previous $431 Million 21.64%
% of portfolio
0.39%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


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