Reliant Wealth Planning Ishares Tr Transaction History

Reliant Wealth Planning

$200 Million
Q4 2024

A detailed history of Reliant Wealth Planning transactions in Ishares Tr stock. As of the latest transaction made, Reliant Wealth Planning holds 10,779 shares of IBDV stock, worth $232,826. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,779

Holding current value

$232,826

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$21.24 - $22.15 $228,945 - $238,754	10,779 New	10,779 $230,000

Others Institutions Holding IBDV

# of Institutions

223

Shares Held

61M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.34M
Shares

$93.8 Million
1.04% of portfolio
Bank Of America Corp Charlotte, NC

3.87M
Shares

$83.6 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.42M
Shares

$73.9 Million
0.02% of portfolio
Capital Investment Advisors, LLC

2.89M
Shares

$62.4 Million
1.28% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.66M
Shares

$57.5 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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