Sound Stewardship, LLC Ishares Tr Transaction History

Sound Stewardship, LLC

$168 Billion
Q4 2024

A detailed history of Sound Stewardship, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sound Stewardship, LLC holds 57,440 shares of IDV stock, worth $1.68 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

57,440

Previous 57,323 0.2%

Holding current value

$1.68 Million

Previous $1.73 Billion 9.24%

% of portfolio

0.93%

Previous 0.97%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$27.03 - $29.92 $3,162 - $3,500	117 Added 0.2%	57,440 $1.57 Billion
Q3 2024 Oct 24, 2024	SELL	$27.62 - $30.64 $67,006 - $74,332	-2,426 Reduced 4.06%	57,323 $1.73 Billion
Q2 2024 Jul 24, 2024	SELL	$26.94 - $30.1 $72,360 - $80,848	-2,686 Reduced 4.3%	59,749 $1.65 Billion
Q1 2024 May 08, 2024	BUY	$26.95 - $28.13 $646 - $675	24 Added 0.04%	62,435 $1.75 Billion
Q4 2023 Jan 17, 2024	SELL	$24.46 - $28.13 $58,752 - $67,568	-2,402 Reduced 3.71%	62,411 $1.75 Billion
Q3 2023 Oct 26, 2023	SELL	$25.3 - $27.59 $7,590 - $8,277	-300 Reduced 0.46%	64,813 $1.65 Billion
Q2 2023 Oct 26, 2023	SELL	$25.86 - $28.52 $57,254 - $63,143	-2,214 Reduced 3.29%	65,113 $1.71 Billion
Q1 2023 Oct 26, 2023	SELL	$26.54 - $29.5 $27,468 - $30,532	-1,035 Reduced 1.51%	67,327 $1.85 Billion
Q4 2022 Oct 26, 2023	BUY	$22.26 - $27.56 $1.52 Million - $1.88 Million	68,362 New	68,362 $1.86 Billion

Others Institutions Holding IDV

# of Institutions

494

Shares Held

79.8M

Call Options Held

20.5K

Put Options Held

24.8K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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Sound Stewardship, LLC Ishares Tr Transaction History