Western Wealth Management, LLC Ishares Tr Transaction History

Western Wealth Management, LLC

$1.8 Billion
Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Western Wealth Management, LLC holds 8,421 shares of IDV stock, worth $321,850. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,421

Previous 8,393 0.33%

Holding current value

$321,850

Previous $289,000 6.23%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$34.54 - $37.28 $967 - $1,043	28 Added 0.33%	8,421 $307,000
Q2 2025 Aug 08, 2025	SELL	$27.79 - $34.84 $33,709 - $42,260	-1,213 Reduced 12.63%	8,393 $289,000
Q1 2025 Apr 23, 2025	BUY	$27.0 - $31.7 $4,779 - $5,610	177 Added 1.88%	9,606 $297,000
Q4 2024 Apr 15, 2025	BUY	$27.03 - $29.92 $254,865 - $282,115	9,429 New	9,429 $258,000
Q3 2024 Nov 12, 2024	BUY	$27.62 - $30.64 $2,541 - $2,818	92 Added 0.99%	9,393 $283,000

Q2 2024 Jul 19, 2024	SELL	$26.94 - $30.1 $1,454 - $1,625	-54 Reduced 0.58%	9,301 $257,000
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	$22.53 - $28.47 $47,200 - $59,644	2,095 Added 17.74%	13,907 $312,000
Q2 2022 Jul 18, 2022	SELL	$26.84 - $32.0 $21,713 - $25,888	-809 Reduced 6.41%	11,812 $321,000
Q1 2022 May 10, 2022	BUY	$29.99 - $33.33 $378,503 - $420,657	12,621 New	12,621 $400,000

Others Institutions Holding IDV

# of Institutions

585

Shares Held

91.6M

Call Options Held

13.5K

Put Options Held

138K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

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Western Wealth Management, LLC Ishares Tr Transaction History