A detailed history of Wharton Business Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wharton Business Group, LLC holds 35,925 shares of IDV stock, worth $975,723. This represents 0.05% of its overall portfolio holdings.

Number of Shares
35,925
Previous 35,925 -0.0%
Holding current value
$975,723
Previous $994,000 9.26%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$26.94 - $30.1 $56,304 - $62,909
2,090 Added 6.18%
35,925 $994,000
Q1 2023

May 04, 2023

BUY
$26.54 - $29.5 $57,459 - $63,867
2,165 Added 6.84%
33,835 $930,000
Q4 2022

Feb 13, 2023

BUY
$22.26 - $27.56 $197,780 - $244,870
8,885 Added 38.99%
31,670 $860,000
Q3 2022

Oct 31, 2022

BUY
$22.53 - $28.47 $100,145 - $126,549
4,445 Added 24.24%
22,785 $513,000
Q4 2021

Feb 10, 2022

BUY
$29.77 - $31.71 $545,981 - $581,561
18,340 New
18,340 $572,000
Q3 2021

Nov 09, 2021

SELL
$30.42 - $32.96 $510,599 - $553,233
-16,785 Closed
0 $0
Q2 2021

Aug 11, 2021

BUY
$31.67 - $34.02 $26,602 - $28,576
840 Added 5.27%
16,785 $544,000
Q1 2021

May 10, 2021

BUY
$29.53 - $32.13 $14,617 - $15,904
495 Added 3.2%
15,945 $502,000
Q4 2020

Feb 11, 2021

SELL
$24.08 - $29.73 $248,505 - $306,813
-10,320 Reduced 40.05%
15,450 $455,000
Q3 2020

Nov 06, 2020

BUY
$24.68 - $26.95 $325,529 - $355,470
13,190 Added 104.85%
25,770 $642,000
Q4 2017

Feb 12, 2018

SELL
N/A
-745 Reduced 5.59%
12,580 $425,000
Q3 2017

Nov 02, 2017

BUY
N/A
13,325
13,325 $450,000

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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