Talisman Wealth Advisors LLC Ishares Tr Transaction History

Talisman Wealth Advisors LLC

$96.1 Million
Q3 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 9,697 shares of IBDV stock, worth $207,127. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,697

Holding current value

$207,127

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$21.11 - $22.24 $204,703 - $215,661	9,697 New	9,697 $214,000

Others Institutions Holding IBDV

# of Institutions

195

Shares Held

49.7M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

4.3M
Shares

$91.9 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.46M
Shares

$73.9 Million
0.01% of portfolio
Capital Investment Advisors, LLC

2.62M
Shares

$56 Million
1.21% of portfolio
Aptus Capital Advisors, LLC

2.6M
Shares

$55.6 Million
0.92% of portfolio
Capital Advisors Inc

2.33M
Shares

$49.7 Million
1.06% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Talisman Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Talisman Wealth Advisors LLC with notifications on news.

Account

Talisman Wealth Advisors LLC Ishares Tr Transaction History