Provenance Wealth Advisors, LLC Ishares Tr Transaction History

Provenance Wealth Advisors, LLC

  • $695 Billion
  • Q1 2025

A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 22,860 shares of IBDV stock, worth $508,177. This represents 0.07% of its overall portfolio holdings.

Number of Shares
22,860
Previous 12,506 82.79%
Holding current value
$508,177
Previous $267 Million 85.87%
% of portfolio
0.07%
Previous 0.03%

Shares

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

Aug 15, 2025
BUY
$21.11 - $21.73 $218,572 - $224,992
10,354 Added 82.79%
22,860 $497 Million
Q4 2024

Aug 15, 2025
BUY
$21.24 - $22.15 $49,404 - $51,520
2,326 Added 22.85%
12,506 $267 Million
Q3 2024

Aug 15, 2025
BUY
$21.11 - $22.24 $214,899 - $226,403
10,180 New
10,180 $226 Million

Others Institutions Holding IBDV

# of Institutions
274
Shares Held
77.1M
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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