Western Wealth Management, LLC Ishares Tr Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 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 9,393 shares of IDV stock, worth $267,794. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,393

Previous 9,301 0.99%

Holding current value

$267,794

Previous $257,000 10.12%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

479

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Account

Western Wealth Management, LLC Ishares Tr Transaction History