Windsor Advisory Group, LLC Ishares Tr Transaction History

Windsor Advisory Group, LLC

$35.5 Billion
Q1 2024

A detailed history of Windsor Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 74 shares of IDV stock, worth $2,097. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,097

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$26.95 - $28.13 $1,994 - $2,081	74 New	74 $2.08 Million

Others Institutions Holding IDV

# of Institutions

461

Shares Held

77.6M

Call Options Held

83.2K

Put Options Held

22.3K

Bank Of America Corp Charlotte, NC

10.6M
Shares

$301 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.7M
Shares

$190 Million
0.02% of portfolio
Envestnet Asset Management Inc

5.3M
Shares

$150 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.77M
Shares

$107 Million
0.03% of portfolio
Ubs Group Ag

2.96M
Shares

$83.8 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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Windsor Advisory Group, LLC Ishares Tr Transaction History