Axis Wealth Partners, LLC Ishares Tr Transaction History

Axis Wealth Partners, LLC

  • $181 Billion
  • Q4 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 34,516 shares of IDV stock, worth $1.32 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
34,516
Previous 34,418 0.28%
Holding current value
$1.32 Million
Previous $1.26 Billion 8.24%
% of portfolio
0.75%
Previous 0.74%

Shares

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

Jan 30, 2026
BUY
$35.91 - $38.56 $3,519 - $3,778
98 Added 0.28%
34,516 $1.36 Billion
Q3 2025

Oct 24, 2025
SELL
$34.54 - $37.28 $5,250 - $5,666
-152 Reduced 0.44%
34,418 $1.26 Billion
Q2 2025

Jul 15, 2025
SELL
$27.79 - $34.84 $9,420 - $11,810
-339 Reduced 0.97%
34,570 $1.19 Billion
Q1 2025

Apr 28, 2025
SELL
$27.0 - $31.7 $26,595 - $31,224
-985 Reduced 2.74%
34,909 $1.08 Billion
Q4 2024

Feb 07, 2025
BUY
$27.03 - $29.92 $970,214 - $1.07 Million
35,894 New
35,894 $983 Million

Others Institutions Holding IDV

# of Institutions
600
Shares Held
92.1M
Call Options Held
13.5K
Put Options Held
39.4K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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