Adviser Investments LLC Ishares Tr Transaction History

Adviser Investments LLC

$7.95 Billion
Q3 2024

A detailed history of Adviser Investments LLC transactions in Ishares Tr stock. As of the latest transaction made, Adviser Investments LLC holds 6,953 shares of IDV stock, worth $187,731. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,953

Holding current value

$187,731

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$27.62 - $30.64 $192,041 - $213,039	6,953 New	6,953 $210,000

Others Institutions Holding IDV

# of Institutions

479

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$291 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.84M
Shares

$185 Million
0.02% of portfolio
Envestnet Asset Management Inc

5.38M
Shares

$145 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.76M
Shares

$102 Million
0.03% of portfolio
Ubs Group Ag

2.66M
Shares

$71.8 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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Adviser Investments LLC Ishares Tr Transaction History