Pfg Private Wealth Management, LLC Ishares Tr Transaction History

Pfg Private Wealth Management, LLC

  • $161 Million
  • Q1 2025

A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 479,854 shares of IBDV stock, worth $10.5 Million. This represents 6.46% of its overall portfolio holdings.

Number of Shares
479,854
Previous 15,749 2946.89%
Holding current value
$10.5 Million
Previous $336,000 3001.79%
% of portfolio
6.46%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$21.11 - $21.73 $9.8 Million - $10.1 Million
464,105 Added 2946.89%
479,854 $10.4 Million
Q3 2024

Nov 05, 2024
SELL
$21.11 - $22.24 $72,597 - $76,483
-3,439 Reduced 17.92%
15,749 $349,000
Q2 2024

Jul 15, 2024
SELL
$20.82 - $21.38 $15,531 - $15,949
-746 Reduced 3.74%
19,188 $407,000
Q1 2024

Apr 23, 2024
SELL
$21.16 - $21.68 $6.76 Million - $6.92 Million
-319,242 Reduced 94.12%
19,934 $426,000
Q4 2023

Jan 22, 2024
BUY
$19.85 - $21.72 $2.02 Million - $2.21 Million
101,843 Added 42.91%
339,176 $7.34 Million
Q3 2023

Oct 24, 2023
SELL
$20.34 - $21.26 $1.2 Million - $1.25 Million
-58,801 Reduced 19.86%
237,333 $4.84 Million
Q2 2023

Jul 17, 2023
BUY
$21.0 - $21.69 $392,931 - $405,841
18,711 Added 6.74%
296,134 $6.28 Million
Q1 2023

May 01, 2023
BUY
$20.69 - $21.78 $5.45 Million - $5.74 Million
263,601 Added 1907.11%
277,423 $5.97 Million
Q4 2022

Jan 18, 2023
BUY
$19.74 - $21.37 $272,846 - $295,376
13,822 New
13,822 $287,000

Others Institutions Holding IBDV

# of Institutions
254
Shares Held
72.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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