A detailed history of Signature Estate & Investment Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 14,961 shares of IDV stock, worth $426,687. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,961
Previous 17,405 14.04%
Holding current value
$426,687
Previous $481,000 6.03%
% of portfolio
0.01%
Previous 0.01%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$27.62 - $30.64 $67,503 - $74,884
-2,444 Reduced 14.04%
14,961 $452,000
Q2 2024

Jul 25, 2024

SELL
$26.94 - $30.1 $16.8 Million - $18.8 Million
-625,316 Reduced 97.29%
17,405 $481,000
Q1 2024

May 10, 2024

SELL
$26.95 - $28.13 $1.04 Million - $1.09 Million
-38,622 Reduced 5.67%
642,721 $18 Million
Q4 2023

Jan 26, 2024

SELL
$24.46 - $28.13 $366,484 - $421,471
-14,983 Reduced 2.15%
681,343 $19.1 Million
Q3 2023

Oct 25, 2023

BUY
$25.3 - $27.59 $1.22 Million - $1.33 Million
48,250 Added 7.45%
696,326 $17.7 Million
Q2 2023

Jul 19, 2023

BUY
$25.86 - $28.52 $1.06 Million - $1.17 Million
41,082 Added 6.77%
648,076 $17.1 Million
Q1 2023

May 03, 2023

BUY
$26.54 - $29.5 $304,281 - $338,217
11,465 Added 1.93%
606,994 $16.7 Million
Q4 2022

Jan 11, 2023

BUY
$22.26 - $27.56 $1.16 Million - $1.43 Million
52,035 Added 9.57%
595,529 $16.2 Million
Q3 2022

Oct 20, 2022

BUY
$22.53 - $28.47 $291,200 - $367,974
12,925 Added 2.44%
543,494 $12.2 Million
Q2 2022

Jul 13, 2022

BUY
$26.84 - $32.0 $557,305 - $664,448
20,764 Added 4.07%
530,569 $14.4 Million
Q1 2022

Apr 19, 2022

BUY
$29.99 - $33.33 $769,753 - $855,481
25,667 Added 5.3%
509,805 $16.2 Million
Q4 2021

Jan 20, 2022

BUY
$29.77 - $31.71 $385,074 - $410,168
12,935 Added 2.75%
484,138 $15.1 Million
Q3 2021

Oct 12, 2021

BUY
$30.42 - $32.96 $393,786 - $426,667
12,945 Added 2.82%
471,203 $14.3 Million
Q2 2021

Jul 16, 2021

SELL
$31.67 - $34.02 $1.36 Million - $1.46 Million
-43,001 Reduced 8.58%
458,258 $14.8 Million
Q1 2021

Apr 15, 2021

SELL
$29.53 - $32.13 $1.07 Million - $1.17 Million
-36,308 Reduced 6.75%
501,259 $15.8 Million
Q4 2020

Jan 13, 2021

SELL
$24.08 - $29.73 $591,717 - $730,555
-24,573 Reduced 4.37%
537,567 $15.8 Million
Q3 2020

Oct 13, 2020

BUY
$24.68 - $26.95 $183,495 - $200,373
7,435 Added 1.34%
562,140 $14 Million
Q2 2020

Jul 21, 2020

BUY
$21.21 - $27.95 $936,654 - $1.23 Million
44,161 Added 8.65%
554,705 $13.9 Million
Q1 2020

May 07, 2020

BUY
$19.58 - $34.05 $775,035 - $1.35 Million
39,583 Added 8.4%
510,544 $11.5 Million
Q4 2019

Oct 09, 2020

BUY
$29.79 - $33.61 $159,376 - $179,813
5,350 Added 1.15%
470,961 $15.8 Million
Q4 2019

Feb 06, 2020

SELL
$29.79 - $33.61 $285,566 - $322,185
-9,586 Reduced 2.02%
465,611 $0
Q3 2019

Oct 09, 2020

BUY
$30.41 - $31.26 $5,808 - $5,970
191 Added 0.04%
475,197 $14.6 Million
Q3 2019

Oct 31, 2019

BUY
$30.41 - $31.26 $387,636 - $398,471
12,747 Added 2.76%
475,006 $14.6 Million
Q2 2019

Oct 09, 2020

BUY
N/A
1,194 Added 0.26%
462,259 $14.2 Million
Q2 2019

Aug 01, 2019

BUY
N/A
12,004 Added 2.67%
461,065 $14.2 Million
Q1 2019

May 01, 2019

SELL
N/A
-11,847 Reduced 2.57%
449,061 $13.9 Million
Q4 2018

Feb 01, 2019

SELL
N/A
-6,335 Reduced 1.36%
460,908 $13.2 Million
Q3 2018

Oct 18, 2018

SELL
N/A
-4,185 Reduced 0.89%
467,243 $15.2 Million
Q2 2018

Jul 24, 2018

BUY
N/A
5,800 Added 1.25%
471,428 $15.1 Million
Q1 2018

Apr 16, 2018

BUY
N/A
69,163 Added 17.44%
465,628 $15.4 Million
Q4 2017

Feb 02, 2018

BUY
N/A
23,486 Added 6.3%
396,465 $13.4 Million
Q3 2017

Nov 07, 2017

BUY
N/A
5,497 Added 1.5%
372,979 $12.6 Million
Q2 2017

Aug 14, 2017

BUY
N/A
367,482
367,482 $12 Million

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Signature Estate & Investment Advisors LLC Portfolio

Follow Signature Estate & Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signature Estate & Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Estate & Investment Advisors LLC with notifications on news.