Provenance Wealth Advisors, LLC Ishares Tr Transaction History

Provenance Wealth Advisors, LLC

  • $902 Billion
  • Q4 2025

A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 8,148 shares of IBDV stock, worth $179,500. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,148
Previous 21,227 61.61%
Holding current value
$179,500
Previous $470 Million 61.75%
% of portfolio
0.02%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$22.03 - $22.24 $288,130 - $290,876
-13,079 Reduced 61.61%
8,148 $180 Million
Q3 2025

Nov 12, 2025
SELL
$21.75 - $22.22 $35,517 - $36,285
-1,633 Reduced 7.14%
21,227 $470 Million
Q1 2025

Aug 15, 2025
BUY
$21.11 - $21.73 $218,572 - $224,992
10,354 Added 82.79%
22,860 $497 Million
Q4 2024

Aug 15, 2025
BUY
$21.24 - $22.15 $49,404 - $51,520
2,326 Added 22.85%
12,506 $267 Million
Q3 2024

Aug 15, 2025
BUY
$21.11 - $22.24 $214,899 - $226,403
10,180 New
10,180 $226 Million

Others Institutions Holding IBDV

# of Institutions
304
Shares Held
87.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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