Wealthsource Partners, LLC Ishares Tr Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 8,750 shares of IDV stock, worth $319,200. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,750
Previous 8,750 -0.0%
Holding current value
$319,200
Previous $222,000 9.91%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023
BUY
$22.26 - $27.56 $194,775 - $241,150
8,750 New
8,750 $237,000
Q2 2022

Aug 10, 2022
SELL
$26.84 - $32.0 $1.08 Million - $1.29 Million
-40,237 Reduced 80.49%
9,750 $265,000
Q1 2022

May 09, 2022
BUY
$29.99 - $33.33 $8,817 - $9,799
294 Added 0.59%
49,987 $1.59 Million
Q4 2021

Feb 14, 2022
BUY
$29.77 - $31.71 $897,595 - $956,088
30,151 Added 154.29%
49,693 $1.55 Million
Q3 2021

Nov 18, 2021
SELL
$30.42 - $32.96 $350,012 - $379,237
-11,506 Reduced 37.06%
19,542 $594,000
Q2 2021

Nov 18, 2021
SELL
$31.67 - $34.02 $653,447 - $701,934
-20,633 Reduced 39.92%
31,048 $1.01 Million
Q1 2021

Jun 21, 2021
SELL
$29.53 - $32.13 $300,290 - $326,729
-10,169 Reduced 16.44%
51,681 $1.63 Million
Q4 2020

Feb 12, 2021
SELL
$24.08 - $29.73 $178,794 - $220,745
-7,425 Reduced 10.72%
61,850 $1.82 Million
Q3 2020

Nov 16, 2020
SELL
$24.68 - $26.95 $56,492 - $61,688
-2,289 Reduced 3.2%
69,275 $0
Q2 2020

Aug 17, 2020
BUY
$21.21 - $27.95 $1.07 Million - $1.42 Million
50,645 Added 242.1%
71,564 $1.8 Million
Q1 2020

May 12, 2020
BUY
$19.58 - $34.05 $409,594 - $712,291
20,919 New
20,919 $473,000
Q2 2018

Aug 14, 2018
SELL
N/A
-6,578 Closed
0 $0
Q1 2018

Apr 16, 2018
BUY
N/A
6,578 New
6,578 $217,000
Q1 2018

Apr 16, 2018
SELL
N/A
-6,497 Closed
0 $0
Q4 2017

Feb 16, 2018
BUY
N/A
6,497
6,497 $220,000

Others Institutions Holding IDV

# of Institutions
574
Shares Held
97.9M
Call Options Held
23.6K
Put Options Held
67.9K
View Full List

About ISHARES TR

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

Track Wealthsource Partners, LLC Portfolio

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

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email