Vest Gen Advisors, LLC Ishares Tr Transaction History

Vest Gen Advisors, LLC

$3 Trillion
Q3 2025

A detailed history of Vest Gen Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 5,754 shares of IDV stock, worth $219,917. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,754

Holding current value

$219,917

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$34.54 - $37.28 $198,743 - $214,509	5,754 New	5,754 $210 Million

Others Institutions Holding IDV

# of Institutions

583

Shares Held

91.5M

Call Options Held

13.5K

Put Options Held

138K

Bank Of America Corp Charlotte, NC

12.7M
Shares

$484 Million
0.03% of portfolio
Morgan Stanley New York, NY

7.31M
Shares

$279 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.99M
Shares

$153 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.95M
Shares

$151 Million
0.03% of portfolio
Envestnet Asset Management Inc

3.62M
Shares

$139 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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