Western Wealth Management, LLC Ishares Tr Transaction History

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Western Wealth Management, LLC holds 9,355 shares of IDV stock, worth $266,430. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,355
Previous 9,094 2.87%
Holding current value
$266,430
Previous $254,000 3.15%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$26.95 - $28.13 $7,033 - $7,341
261 Added 2.87%
9,355 $262,000
Q4 2023

Jan 31, 2024
SELL
$24.46 - $28.13 $3,840 - $4,416
-157 Reduced 1.7%
9,094 $254,000
Q3 2023

Nov 07, 2023
BUY
$25.3 - $27.59 $234,050 - $255,235
9,251 New
9,251 $234,000
Q3 2022

Nov 04, 2022
BUY
N/A
2,095 Added 17.74%
13,907 $312,000
Q2 2022

Jul 18, 2022
SELL
N/A
-809 Reduced 6.41%
11,812 $321,000
Q1 2022

May 10, 2022
BUY
N/A
12,621 New
12,621 $400,000

Others Institutions Holding IDV

# of Institutions
462
Shares Held
77.6M
Call Options Held
83.2K
Put Options Held
22.3K
View Full List

About ISHARES TR

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