Alterna Wealth Management, Inc Ishares Tr Transaction History

Alterna Wealth Management, Inc

$116 Million
Q4 2025

A detailed history of Alterna Wealth Management, Inc transactions in Ishares Tr stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 11,284 shares of IBDV stock, worth $248,586. This represents 0.21% of its overall portfolio holdings.

Number of Shares

11,284

Holding current value

$248,586

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$22.03 - $22.24 $248,586 - $250,956	11,284 New	11,284 $248,000

Others Institutions Holding IBDV

# of Institutions

299

Shares Held

85.9M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.63M
Shares

$124 Million
0.98% of portfolio
Bank Of America Corp Charlotte, NC

5.55M
Shares

$122 Million
0.01% of portfolio
Capital Investment Advisors, LLC

3.91M
Shares

$86.2 Million
1.36% of portfolio
Mercer Global Advisors Inc Denver, CO

3.86M
Shares

$85 Million
0.15% of portfolio
Capital Advisors Inc

3.03M
Shares

$66.7 Million
1.12% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Alterna Wealth Management, Inc Ishares Tr Transaction History