Wealth Management Associates, Inc. Ishares Tr Transaction History

Wealth Management Associates, Inc.

$257 Billion
Q2 2025

A detailed history of Wealth Management Associates, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 148,556 shares of IDV stock, worth $5.33 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

148,556

Previous 141,481 5.0%

Holding current value

$5.33 Million

Previous $4.39 Billion 16.81%

% of portfolio

2.0%

Previous 1.88%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$27.79 - $34.84 $196,614 - $246,493	7,075 Added 5.0%	148,556 $5.13 Billion
Q1 2025 May 28, 2025	BUY	$27.0 - $31.7 $31,428 - $36,898	1,164 Added 0.83%	141,481 $4.39 Billion
Q4 2024 May 28, 2025	BUY	$27.03 - $29.92 $63,682 - $70,491	2,356 Added 1.71%	140,317 $3.84 Billion
Q3 2024 May 28, 2025	SELL	$27.62 - $30.64 $2,126 - $2,359	-77 Reduced 0.06%	137,961 $4.17 Billion
Q1 2024 May 28, 2025	SELL	$26.95 - $28.13 $14,687 - $15,330	-545 Reduced 0.39%	138,038 $3.82 Billion
Q4 2023 May 28, 2025	BUY	$24.46 - $28.13 $32,776 - $37,694	1,340 Added 0.98%	138,583 $3.88 Billion
Q3 2023 May 28, 2025	BUY	$25.3 - $27.59 $5,894 - $6,428	233 Added 0.17%	137,243 $3.49 Billion
Q2 2023 May 28, 2025	BUY	$25.86 - $28.52 $5,740 - $6,331	222 Added 0.16%	137,010 $3.61 Billion
Q1 2023 May 28, 2025	BUY	$26.54 - $29.5 $3,105 - $3,451	117 Added 0.09%	136,788 $3.76 Billion
Q4 2022 May 28, 2025	SELL	$22.26 - $27.56 $10,239 - $12,677	-460 Reduced 0.34%	136,671 $3.71 Billion
Q3 2022 May 28, 2025	BUY	$22.53 - $28.47 $9,845 - $12,441	437 Added 0.32%	137,131 $3.09 Billion
Q2 2022 May 28, 2025	BUY	$26.84 - $32.0 $62,188 - $74,144	2,317 Added 1.72%	136,694 $3.71 Billion
Q1 2022 May 28, 2025	SELL	$29.99 - $33.33 $23,362 - $25,964	-779 Reduced 0.58%	134,377 $4.27 Billion
Q4 2021 May 28, 2025	BUY	$29.77 - $31.71 $191,450 - $203,927	6,431 Added 5.0%	135,156 $4.21 Billion
Q3 2021 May 28, 2025	BUY	$30.42 - $32.96 $75,167 - $81,444	2,471 Added 1.96%	128,725 $3.92 Billion
Q2 2021 May 28, 2025	BUY	$31.67 - $34.02 $12,066 - $12,961	381 Added 0.3%	126,254 $4.09 Billion
Q1 2021 May 28, 2025	BUY	$29.53 - $32.13 $338,620 - $368,434	11,467 Added 10.02%	125,873 $3.96 Billion
Q4 2020 May 28, 2025	SELL	$24.08 - $29.73 $125,408 - $154,833	-5,208 Reduced 4.35%	114,406 $3.37 Billion
Q3 2020 May 28, 2025	BUY	$24.68 - $26.95 $42,252 - $46,138	1,712 Added 1.45%	119,614 $2.98 Billion
Q2 2020 May 28, 2025	BUY	$21.21 - $27.95 $98,393 - $129,660	4,639 Added 4.1%	117,902 $2.96 Billion
Q1 2020 May 28, 2025	BUY	$19.58 - $34.05 $62,930 - $109,436	3,214 Added 2.92%	113,263 $2.56 Billion
Q4 2019 May 28, 2025	BUY	$29.79 - $33.61 $118,921 - $134,171	3,992 Added 3.76%	110,049 $3.69 Billion
Q3 2019 May 28, 2025	BUY	$30.41 - $31.26 $107,468 - $110,472	3,534 Added 3.45%	106,057 $3.26 Billion
Q2 2019 May 28, 2025	BUY	N/A	3,908 Added 3.96%	102,523 $3.15 Billion
Q1 2019 May 28, 2025	BUY	N/A	3,009 Added 3.15%	98,615 $3.04 Billion
Q4 2018 May 28, 2025	BUY	N/A	95,606 New	95,606 $2.74 Billion

Others Institutions Holding IDV

# of Institutions

572

Shares Held

97.8M

Call Options Held

23.6K

Put Options Held

67.9K

View Full List

About ISHARES TR

Ticker IDV
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Wealth Management Associates, Inc. Ishares Tr Transaction History