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

Paradigm, Strategies In Wealth Management, LLC

$145 Million
Q2 2025

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

574

Shares Held

97.7M

Call Options Held

23.6K

Put Options Held

67.9K

Bank Of America Corp Charlotte, NC

12.4M
Shares

$459 Million
0.03% of portfolio
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

8.45M
Shares

$312 Million
0.41% of portfolio
Morgan Stanley New York, NY

7.02M
Shares

$259 Million
0.02% of portfolio
Envestnet Asset Management Inc

4.79M
Shares

$177 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.95M
Shares

$146 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paradigm, Strategies In Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paradigm, Strategies In Wealth Management, LLC with notifications on news.

Account