A detailed history of Sound Income Strategies, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sound Income Strategies, LLC holds 649 shares of IDV stock, worth $18,509. This represents 0.0% of its overall portfolio holdings.

Number of Shares
649
Previous 1,455 55.4%
Holding current value
$18,509
Previous $40,000 52.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 10, 2024

SELL
$27.62 - $30.64 $22,261 - $24,695
-806 Reduced 55.4%
649 $19,000
Q2 2024

Jul 12, 2024

BUY
$26.94 - $30.1 $996 - $1,113
37 Added 2.61%
1,455 $40,000
Q1 2024

Apr 15, 2024

BUY
$26.95 - $28.13 $323 - $337
12 Added 0.85%
1,418 $39,000
Q4 2023

Jan 10, 2024

BUY
$24.46 - $28.13 $23,824 - $27,398
974 Added 225.46%
1,406 $39,000
Q3 2023

Oct 12, 2023

BUY
$25.3 - $27.59 $10,929 - $11,918
432 New
432 $10,000
Q3 2021

Oct 12, 2021

SELL
$30.42 - $32.96 $4,350 - $4,713
-143 Reduced 90.51%
15 $0
Q2 2019

Jul 16, 2019

SELL
N/A
-925 Reduced 85.41%
158 $5,000
Q1 2019

Apr 04, 2019

BUY
N/A
10 Added 0.93%
1,083 $33,000
Q4 2018

Jan 11, 2019

SELL
N/A
-339 Reduced 24.01%
1,073 $31,000
Q3 2018

Oct 03, 2018

BUY
N/A
45 Added 3.29%
1,412 $46,000
Q2 2018

Aug 14, 2018

SELL
N/A
-35 Reduced 2.5%
1,367 $44,000
Q1 2018

May 15, 2018

BUY
N/A
915 Added 187.89%
1,402 $46,000
Q4 2017

Feb 14, 2018

BUY
N/A
487
487 $16,000

Others Institutions Holding IDV

About ISHARES TR


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

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, 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 Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.