Transform Wealth, LLC Ishares Tr Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Transform Wealth, LLC holds 77,795 shares of IDV stock, worth $2.17 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

77,795

Holding current value

$2.17 Million

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$27.03 - $29.92 $2.1 Million - $2.33 Million	77,795 New	77,795 $2.13 Million

Others Institutions Holding IDV

# of Institutions

476

Shares Held

76.8M

Call Options Held

92.6K

Put Options Held

28.2K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$301 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.84M
Shares

$191 Million
0.02% of portfolio
Envestnet Asset Management Inc

5.38M
Shares

$150 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.76M
Shares

$105 Million
0.03% of portfolio
Ubs Group Ag

2.66M
Shares

$74.3 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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Transform Wealth, LLC Ishares Tr Transaction History