Panoramic Investment Advisors, LLC Ishares Tr Transaction History

Panoramic Investment Advisors, LLC

$148 Billion
Q1 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 34,353 shares of IDV stock, worth $1.22 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

34,353

Previous 31,926 7.6%

Holding current value

$1.22 Million

Previous $874 Million 21.91%

% of portfolio

0.72%

Previous 0.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

534

Shares Held

81.3M

Call Options Held

40.6K

Put Options Held

53.6K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

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Panoramic Investment Advisors, LLC Ishares Tr Transaction History