Peloton Wealth Strategists Ishares Tr Transaction History

Peloton Wealth Strategists

$246 Million
Q3 2024

A detailed history of Peloton Wealth Strategists transactions in Ishares Tr stock. As of the latest transaction made, Peloton Wealth Strategists holds 193,900 shares of IBDV stock, worth $4.14 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

193,900

Previous 184,200 5.27%

Holding current value

$4.14 Million

Previous $3.92 Million 9.75%

% of portfolio

1.74%

Previous 1.64%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	BUY	$21.11 - $22.24 $204,767 - $215,727	9,700 Added 5.27%	193,900 $4.3 Million
Q2 2024 Aug 15, 2024	BUY	$20.82 - $21.38 $181,134 - $186,006	8,700 Added 4.96%	184,200 $3.92 Million
Q1 2024 May 14, 2024	BUY	$21.16 - $21.68 $327,980 - $336,040	15,500 Added 9.69%	175,500 $3.76 Million
Q4 2023 Feb 15, 2024	BUY	$19.85 - $21.72 $337,450 - $369,240	17,000 Added 11.89%	160,000 $3.46 Million
Q3 2023 Nov 13, 2023	BUY	$20.34 - $21.26 $799,362 - $835,518	39,300 Added 37.9%	143,000 $2.91 Million
Q2 2023 Aug 10, 2023	BUY	$21.0 - $21.69 $602,700 - $622,503	28,700 Added 38.27%	103,700 $2.2 Million
Q1 2023 May 11, 2023	BUY	$20.69 - $21.78 $703,460 - $740,520	34,000 Added 82.93%	75,000 $1.61 Million
Q4 2022 Feb 13, 2023	BUY	$19.74 - $21.37 $148,050 - $160,275	7,500 Added 22.39%	41,000 $853,000
Q3 2022 Nov 14, 2022	BUY	$20.06 - $22.25 $672,010 - $745,375	33,500 New	33,500 $679,000

Others Institutions Holding IBDV

# of Institutions

195

Shares Held

49.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Peloton Wealth Strategists Ishares Tr Transaction History