Adviser Investments LLC Ishares Tr Transaction History

Adviser Investments LLC

  • $8.64 Billion
  • Q3 2025

A detailed history of Adviser Investments LLC transactions in Ishares Tr stock. As of the latest transaction made, Adviser Investments LLC holds 432,233 shares of IBDV stock, worth $9.52 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
432,233
Previous 419,257 3.09%
Holding current value
$9.52 Million
Previous $9.22 Million 3.88%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$21.75 - $22.22 $282,228 - $288,326
12,976 Added 3.09%
432,233 $9.57 Million
Q2 2025

Aug 06, 2025
BUY
$21.28 - $21.98 $18,151 - $18,748
853 Added 0.2%
419,257 $9.22 Million
Q1 2025

May 13, 2025
BUY
$21.11 - $21.73 $1.57 Million - $1.62 Million
74,578 Added 21.69%
418,404 $9.09 Million
Q4 2024

Feb 12, 2025
BUY
$21.24 - $22.15 $2 Million - $2.08 Million
93,992 Added 37.62%
343,826 $7.34 Million
Q3 2024

Nov 08, 2024
BUY
$21.11 - $22.24 $5.27 Million - $5.56 Million
249,834 New
249,834 $5.54 Million

Others Institutions Holding IBDV

# of Institutions
290
Shares Held
80.6M
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
Track This Portfolio

Track Adviser Investments LLC Portfolio

Follow Adviser Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Adviser Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email