Trajan Wealth LLC Ishares Tr Transaction History

Trajan Wealth LLC

$1.83 Trillion
Q1 2025

A detailed history of Trajan Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Trajan Wealth LLC holds 77,784 shares of IDV stock, worth $2.51 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

77,784

Holding current value

$2.51 Million

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$27.0 - $31.7 $2.1 Million - $2.47 Million	77,784 New	77,784 $2.41 Billion

Others Institutions Holding IDV

# of Institutions

503

Shares Held

78.8M

Call Options Held

40.6K

Put Options Held

53.6K

Bank Of America Corp Charlotte, NC

10.7M
Shares

$346 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.96M
Shares

$224 Million
0.02% of portfolio
Envestnet Asset Management Inc

4.76M
Shares

$154 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.9M
Shares

$126 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

2.69M
Shares

$86.8 Million
0.02% of portfolio

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 Trajan Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trajan Wealth LLC with notifications on news.

Account