A detailed history of Wealth Shield Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 400 shares of IDV stock, worth $11,268. This represents 0.0% of its overall portfolio holdings.

Number of Shares
400
Previous 400 -0.0%
Holding current value
$11,268
Previous $11,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

BUY
$24.46 - $28.13 $9,784 - $11,252
400 New
400 $11,000
Q3 2021

Nov 12, 2021

SELL
$30.42 - $32.96 $12,168 - $13,184
-400 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$29.53 - $32.13 $11,812 - $12,852
400 New
400 $13,000
Q4 2020

Feb 16, 2021

SELL
$24.08 - $29.73 $9,632 - $11,892
-400 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$19.58 - $34.05 $7,831 - $13,619
400 New
400 $9,000
Q4 2019

Feb 13, 2020

SELL
$29.79 - $33.61 $12,869 - $14,519
-432 Closed
0 $0
Q4 2018

Feb 14, 2019

SELL
N/A
-600 Reduced 58.14%
432 $12,000
Q3 2018

Nov 05, 2018

BUY
N/A
600 Added 138.89%
1,032 $34,000
Q2 2018

Aug 02, 2018

SELL
N/A
-462 Reduced 51.68%
432 $14,000
Q1 2018

May 11, 2018

SELL
N/A
-143 Reduced 13.79%
894 $30,000
Q4 2017

Apr 18, 2018

BUY
N/A
1,037
1,037 $35,000

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

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

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.