Unique Wealth, LLC Ishares Tr Transaction History

Unique Wealth, LLC

  • $354 Billion
  • Q1 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Unique Wealth, LLC holds 24,164 shares of IDV stock, worth $688,190. This represents 0.19% of its overall portfolio holdings.

Number of Shares
24,164
Previous 23,210 4.11%
Holding current value
$688,190
Previous $650 Million 4.3%
% of portfolio
0.19%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$26.95 - $28.13 $25,710 - $26,836
954 Added 4.11%
24,164 $678 Million
Q4 2023

Jan 11, 2024
BUY
$24.46 - $28.13 $30,526 - $35,106
1,248 Added 5.68%
23,210 $650 Million
Q3 2023

Oct 10, 2023
BUY
$25.3 - $27.59 $51,510 - $56,173
2,036 Added 10.22%
21,962 $558 Million
Q2 2023

Jul 21, 2023
BUY
$25.86 - $28.52 $4,396 - $4,848
170 Added 0.86%
19,926 $525 Million
Q1 2023

Apr 20, 2023
BUY
$26.54 - $29.5 $8,200 - $9,115
309 Added 1.59%
19,756 $543 Million
Q4 2022

Jan 25, 2023
BUY
$23.77 - $27.56 $462,255 - $535,959
19,447 New
19,447 $528 Million

Others Institutions Holding IDV

# of Institutions
462
Shares Held
77.6M
Call Options Held
83.2K
Put Options Held
22.3K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Unique Wealth, LLC Portfolio

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

News

Stay updated on Unique Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email