Bergan Kdv Wealth Management, LLC Ishares Tr Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 14,075 shares of IDV stock, worth $411,834. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,075
Previous 13,679 2.89%
Holding current value
$411,834
Previous $376,000 1.6%
% of portfolio
0.04%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
BUY
$25.86 - $28.52 $10,240 - $11,293
396 Added 2.89%
14,075 $370,000
Q1 2023

Apr 27, 2023
SELL
$26.54 - $29.5 $30,149 - $33,512
-1,136 Reduced 7.67%
13,679 $376,000
Q4 2022

Jan 31, 2023
BUY
$22.26 - $27.56 $19,366 - $23,977
870 Added 6.24%
14,815 $402,000
Q3 2022

Oct 24, 2022
BUY
$22.53 - $28.47 $78,652 - $99,388
3,491 Added 33.39%
13,945 $314,000
Q2 2022

Jul 13, 2022
SELL
$26.84 - $32.0 $10,440 - $12,448
-389 Reduced 3.59%
10,454 $284,000
Q1 2022

May 09, 2022
BUY
$29.99 - $33.33 $325,181 - $361,397
10,843 New
10,843 $344,000
Q2 2021

Aug 10, 2021
SELL
$31.67 - $34.02 $696,074 - $747,725
-21,979 Closed
0 $0
Q1 2021

May 11, 2021
SELL
$29.53 - $32.13 $66,029 - $71,842
-2,236 Reduced 9.23%
21,979 $692,000
Q4 2020

Feb 04, 2021
SELL
$24.08 - $29.73 $160,926 - $198,685
-6,683 Reduced 21.63%
24,215 $714,000
Q3 2020

Nov 05, 2020
SELL
$24.68 - $26.95 $48,422 - $52,875
-1,962 Reduced 5.97%
30,898 $770,000
Q2 2020

Aug 13, 2020
SELL
$21.21 - $27.95 $4,411 - $5,813
-208 Reduced 0.63%
32,860 $825,000
Q1 2020

Apr 24, 2020
BUY
$19.58 - $34.05 $176,317 - $306,620
9,005 Added 37.42%
33,068 $747,000
Q4 2019

Feb 10, 2020
BUY
$29.79 - $33.61 $15,997 - $18,048
537 Added 2.28%
24,063 $808,000
Q3 2019

Nov 08, 2019
SELL
$30.41 - $31.26 $101,508 - $104,345
-3,338 Reduced 12.43%
23,526 $723,000
Q2 2019

Aug 12, 2019
BUY
N/A
1,609 Added 6.37%
26,864 $825,000
Q1 2019

May 09, 2019
BUY
N/A
711 Added 2.9%
25,255 $779,000
Q4 2018

Feb 01, 2019
BUY
N/A
7,066 Added 40.43%
24,544 $705,000
Q3 2018

Nov 09, 2018
BUY
N/A
1,239 Added 7.63%
17,478 $570,000
Q2 2018

Jul 23, 2018
SELL
N/A
-292 Reduced 1.77%
16,239 $520,000
Q1 2018

May 03, 2018
BUY
N/A
581 Added 3.64%
16,531 $546,000
Q4 2017

Jan 16, 2018
BUY
N/A
9,539 Added 148.79%
15,950 $539,000
Q3 2017

Oct 18, 2017
BUY
N/A
6,411
6,411 $216,000

Others Institutions Holding IDV

# of Institutions
494
Shares Held
79.8M
Call Options Held
20.5K
Put Options Held
24.8K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Bergan Kdv Wealth Management, LLC Portfolio

Follow Bergan Kdv Wealth Management, 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 Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email