Rvw Wealth, LLC Ishares Tr Transaction History

Rvw Wealth, LLC

$1 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 07, 2021	SELL	$25.3 - $25.88 $205,663 - $210,378	-8,129 Closed	0 $0
Q2 2021 Jul 08, 2021	BUY	$24.71 - $25.5 $200,867 - $207,289	8,129 New	8,129 $0

Others Institutions Holding IBDV

# of Institutions

221

Shares Held

60.5M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

4.34M
Shares

$93.5 Million
1.04% of portfolio
Bank Of America Corp Charlotte, NC

3.87M
Shares

$83.4 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.42M
Shares

$73.7 Million
0.02% of portfolio
Capital Investment Advisors, LLC

2.89M
Shares

$62.3 Million
1.28% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.66M
Shares

$57.3 Million
0.02% of portfolio

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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