Leo Wealth, LLC Ishares Tr Transaction History

Leo Wealth, LLC

$1.38 Trillion
Q4 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Leo Wealth, LLC holds 11,662 shares of IDV stock, worth $445,721. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,662

Previous 9,820 18.76%

Holding current value

$445,721

Previous $359 Million 28.19%

% of portfolio

0.03%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$35.91 - $38.56 $66,146 - $71,027	1,842 Added 18.76%	11,662 $460 Million
Q3 2025 Nov 14, 2025	SELL	$34.54 - $37.28 $15,646 - $16,887	-453 Reduced 4.41%	9,820 $359 Million
Q2 2025 Jul 23, 2025	BUY	$27.79 - $34.84 $23,565 - $29,544	848 Added 9.0%	10,273 $355 Million
Q1 2025 May 02, 2025	BUY	$27.0 - $31.7 $1,377 - $1,616	51 Added 0.54%	9,425 $292 Million
Q4 2024 Jan 27, 2025	SELL	$27.03 - $29.92 $27 - $29	-1 Reduced 0.01%	9,374 $257 Million

Q3 2024 Oct 21, 2024	BUY	$27.62 - $30.64 $3,121 - $3,462	113 Added 1.22%	9,375 $283 Million
Q2 2024 Jul 17, 2024	BUY	$26.94 - $30.1 $5,657 - $6,321	210 Added 2.32%	9,262 $256 Million
Q1 2024 May 09, 2024	SELL	$26.95 - $28.13 $21,209 - $22,138	-787 Reduced 8.0%	9,052 $254 Million
Q4 2023 Mar 14, 2024	BUY	$24.46 - $28.13 $240,661 - $276,771	9,839 New	9,839 $275 Million

Others Institutions Holding IDV

# of Institutions

595

Shares Held

91.8M

Call Options Held

13.5K

Put Options Held

39.4K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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