Tci Wealth Advisors, Inc. Ishares Tr Transaction History

Tci Wealth Advisors, Inc.

$1.52 Billion
Q3 2025

A detailed history of Tci Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 10,498 shares of IDV stock, worth $382,967. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,498

Previous 10,498 -0.0%

Holding current value

$382,967

Previous $362,000 5.8%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$27.0 - $31.7 $68,796 - $80,771	2,548 Added 32.05%	10,498 $325,000
Q4 2024 Jan 23, 2025	SELL	$27.03 - $29.92 $53,924 - $59,690	-1,995 Reduced 20.06%	7,950 $217,000
Q3 2022 Nov 08, 2022	BUY	$22.53 - $28.47 $12,368 - $15,630	549 Added 5.84%	9,945 $224,000
Q2 2020 Jul 20, 2020	BUY	$21.21 - $27.95 $194,538 - $256,357	9,172 Added 4094.64%	9,396 $236,000
Q4 2019 Jan 27, 2020	SELL	$29.79 - $33.61 $3,574 - $4,033	-120 Reduced 34.88%	224 $8,000
Q2 2019 Jul 23, 2019	BUY	N/A	70 Added 25.55%	344 $11,000
Q1 2019 Apr 11, 2019	SELL	N/A	-539 Reduced 66.3%	274 $8,000
Q4 2018 Jan 17, 2019	SELL	N/A	-2,875 Reduced 77.96%	813 $23,000
Q1 2018 Apr 30, 2018	BUY	N/A	776 Added 26.65%	3,688 $122,000
Q4 2017 Feb 01, 2018	BUY	N/A	420 Added 16.85%	2,912 $98,000
Q2 2017 Aug 10, 2017	BUY	N/A	2,492	2,492 $82,000

Others Institutions Holding IDV

# of Institutions

571

Shares Held

97.7M

Call Options Held

23.6K

Put Options Held

67.9K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Ishares Tr Transaction History