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 125 shares of ITB stock, worth $12,472. This represents 0.0% of its overall portfolio holdings.

Number of Shares
125
Previous 125 -0.0%
Holding current value
$12,472
Previous $8,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 09, 2022
SELL
$59.26 - $81.62 $4,148 - $5,713
-70 Reduced 35.9%
125 $7,000
Q4 2021

Jan 28, 2022
BUY
$66.2 - $83.04 $4,634 - $5,812
70 Added 56.0%
195 $16,000
Q3 2021

Nov 12, 2021
BUY
$66.08 - $74.05 $8,260 - $9,256
125 New
125 $8,000
Q3 2019

Nov 08, 2019
SELL
$37.87 - $43.31 $11,361 - $12,993
-300 Closed
0 $0
Q2 2019

Aug 12, 2019
BUY
$35.39 - $39.22 $10,617 - $11,766
300 New
300 $11,000

Others Institutions Holding ITB

# of Institutions
421
Shares Held
21.4M
Call Options Held
2.11M
Put Options Held
6.77M
View Full List

About ISHARES TR

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