A detailed history of Stratos Wealth Partners, Ltd. transactions in Ishares Tr stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 35,509 shares of IBDV stock, worth $756,696. This represents 0.01% of its overall portfolio holdings.

Number of Shares
35,509
Previous 35,136 1.06%
Holding current value
$756,696
Previous $746,000 5.5%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024

BUY
$21.11 - $22.24 $7,874 - $8,295
373 Added 1.06%
35,509 $787,000
Q2 2024

Jul 24, 2024

SELL
$20.82 - $21.38 $37,288 - $38,291
-1,791 Reduced 4.85%
35,136 $746,000
Q1 2024

Apr 16, 2024

BUY
$21.16 - $21.68 $99,832 - $102,286
4,718 Added 14.65%
36,927 $790,000
Q4 2023

Jan 24, 2024

BUY
$19.85 - $21.72 $160,129 - $175,215
8,067 Added 33.41%
32,209 $697,000
Q3 2023

Oct 24, 2023

BUY
$20.34 - $21.26 $491,048 - $513,258
24,142 New
24,142 $492,000

Others Institutions Holding IBDV

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Stratos Wealth Partners, Ltd. Portfolio

Follow Stratos Wealth Partners, Ltd. 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 Stratos Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.