Paradigm, Strategies In Wealth Management, LLC Ishares Tr Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	SELL	$31.67 - $34.02 $1,836 - $1,973	-58 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$29.53 - $32.13 $1,712 - $1,863	58 New	58 $2,000

Others Institutions Holding IDV

# of Institutions

480

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$292 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.84M
Shares

$186 Million
0.02% of portfolio
Envestnet Asset Management Inc

5.38M
Shares

$146 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.76M
Shares

$102 Million
0.03% of portfolio
Ubs Group Ag

2.66M
Shares

$72.3 Million
0.02% of portfolio

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About ISHARES TR

Ticker IDV
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