Winnow Wealth LLC Ishares Tr Transaction History

Winnow Wealth LLC

$128 Billion
Q3 2025

A detailed history of Winnow Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Winnow Wealth LLC holds 20,169 shares of IDV stock, worth $770,859. This represents 0.58% of its overall portfolio holdings.

Number of Shares

20,169

Holding current value

$770,859

% of portfolio

0.58%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$34.54 - $37.28 $696,637 - $751,900	20,169 New	20,169 $746 Million
Q2 2025 Aug 12, 2025	SELL	$27.79 - $34.84 $321,502 - $403,063	-11,569 Closed	0 $0
Q1 2025 Aug 26, 2025	BUY	$27.0 - $31.7 $318,978 - $374,503	11,814 New	11,814 $366 Million
Q4 2024 Aug 21, 2025	BUY	$27.03 - $29.92 $312,710 - $346,144	11,569 New	11,569 $316 Million

Others Institutions Holding IDV

# of Institutions

583

Shares Held

91.6M

Call Options Held

13.5K

Put Options Held

138K

Bank Of America Corp Charlotte, NC

12.7M
Shares

$484 Million
0.03% of portfolio
Morgan Stanley New York, NY

7.31M
Shares

$279 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.99M
Shares

$153 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.95M
Shares

$151 Million
0.03% of portfolio
Envestnet Asset Management Inc

3.62M
Shares

$139 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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