Sightline Wealth Advisors, LLC Ishares Tr Transaction History

Sightline Wealth Advisors, LLC

  • $207 Million
  • Q2 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 23,283 shares of IBDV stock, worth $514,321. This represents 0.25% of its overall portfolio holdings.

Number of Shares
23,283
Previous 13,933 67.11%
Holding current value
$514,321
Previous $302,000 69.21%
% of portfolio
0.25%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$21.28 - $21.98 $198,968 - $205,513
9,350 Added 67.11%
23,283 $511,000
Q1 2025

Apr 29, 2025
BUY
$21.11 - $21.73 $294,125 - $302,764
13,933 New
13,933 $302,000

Others Institutions Holding IBDV

# of Institutions
269
Shares Held
75.9M
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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