Members Wealth LLC Ishares Tr Transaction History

Members Wealth LLC

$134 Billion
Q4 2024

A detailed history of Members Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Members Wealth LLC holds 184,654 shares of IBDV stock, worth $3.99 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares

184,654

Holding current value

$3.99 Million

% of portfolio

2.94%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 17, 2025	BUY	$21.24 - $22.15 $3.92 Million - $4.09 Million	184,654 New	184,654 $3.94 Billion

Others Institutions Holding IBDV

# of Institutions

223

Shares Held

61M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.34M
Shares

$93.8 Million
1.04% of portfolio
Bank Of America Corp Charlotte, NC

3.87M
Shares

$83.6 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.42M
Shares

$73.9 Million
0.02% of portfolio
Capital Investment Advisors, LLC

2.89M
Shares

$62.4 Million
1.28% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.66M
Shares

$57.5 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Members Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Members Wealth LLC with notifications on news.

Account