Wells Financial Advisors Inc Ishares Tr Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr stock. As of the latest transaction made, Wells Financial Advisors Inc holds 4,200 shares of IBDV stock, worth $89,586. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,200
Previous 4,200 -0.0%
Holding current value
$89,586
Previous $89,000 4.49%
% of portfolio
0.13%
Previous 0.06%

Shares

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

Feb 12, 2024
BUY
$19.85 - $21.72 $83,370 - $91,224
4,200 New
4,200 $90,000

Others Institutions Holding IBDV

# of Institutions
195
Shares Held
49.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc 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 Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email