Segment Wealth Management, LLC Ishares Tr Transaction History

Segment Wealth Management, LLC

  • $1.43 Billion
  • Q1 2025

A detailed history of Segment Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Segment Wealth Management, LLC holds 82,235 shares of IBDV stock, worth $1.79 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
82,235
Previous 75,945 8.28%
Holding current value
$1.79 Million
Previous $1.62 Million 10.11%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Apr 21, 2025
BUY
$21.11 - $21.73 $132,781 - $136,681
6,290 Added 8.28%
82,235 $1.79 Million
Q4 2024

Jan 16, 2025
BUY
$21.24 - $22.15 $518,574 - $540,792
24,415 Added 47.38%
75,945 $1.62 Million
Q3 2024

Oct 22, 2024
BUY
$21.11 - $22.24 $112,094 - $118,094
5,310 Added 11.49%
51,530 $1.14 Million
Q2 2024

Jul 22, 2024
BUY
$20.82 - $21.38 $219,234 - $225,131
10,530 Added 29.5%
46,220 $982,000
Q1 2024

Apr 24, 2024
BUY
$21.16 - $21.68 $256,247 - $262,544
12,110 Added 51.36%
35,690 $763,000
Q4 2023

Jan 25, 2024
BUY
$19.85 - $21.72 $268,967 - $294,306
13,550 Added 135.09%
23,580 $510,000
Q3 2023

Oct 24, 2023
BUY
$20.34 - $21.26 $204,010 - $213,237
10,030 New
10,030 $204,000

Others Institutions Holding IBDV

# of Institutions
234
Shares Held
68.4M
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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