Blue Stem Wealth Partners, LLC Ishares Tr Transaction History
Blue Stem Wealth Partners, LLC
- $873 Billion
- Q3 2025
A detailed history of Blue Stem Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 22,674 shares of IDV stock, worth $866,600. This represents 0.09% of its overall portfolio holdings.
Number of Shares
22,674
Previous 16,175
40.18%
Holding current value
$866,600
Previous $558 Million
48.46%
% of portfolio
0.09%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding IDV
# of Institutions
583Shares Held
91.6MCall Options Held
13.5KPut Options Held
138K-
Bank Of America Corp Charlotte, NC12.7MShares$484 Million0.03% of portfolio
-
Morgan Stanley New York, NY7.31MShares$279 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.99MShares$153 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.95MShares$151 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.62MShares$139 Million0.04% of portfolio