Alteri Wealth LLC Ishares Tr Transaction History

Alteri Wealth LLC

$361 Billion
Q4 2024

A detailed history of Alteri Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Alteri Wealth LLC holds 15,886 shares of IDV stock, worth $467,524. This represents 0.12% of its overall portfolio holdings.

Number of Shares

15,886

Holding current value

$467,524

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$27.03 - $29.92 $429,398 - $475,309	15,886 New	15,886 $435 Million

Others Institutions Holding IDV

# of Institutions

491

Shares Held

79.8M

Call Options Held

20.5K

Put Options Held

24.8K

Bank Of America Corp Charlotte, NC

10.6M
Shares

$312 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.59M
Shares

$194 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.4M
Shares

$159 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.85M
Shares

$113 Million
0.03% of portfolio
Ubs Group Ag

2.71M
Shares

$79.6 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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