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 $296,100. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,750
Previous 8,750 -0.0%
Holding current value
$296,100
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
504
Shares Held
79.1M
Call Options Held
40.6K
Put Options Held
53.6K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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