Bogart Wealth, LLC Ishares Tr Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,609 shares of IBDV stock, worth $140,837. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,609
Previous 5,700 15.95%
Holding current value
$140,837
Previous $121,000 20.66%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$21.11 - $22.24 $19,188 - $20,216
909 Added 15.95%
6,609 $146,000
Q1 2024

Apr 25, 2024
BUY
$21.16 - $21.68 $14,748 - $15,110
697 Added 13.93%
5,700 $121,000
Q4 2023

Feb 06, 2024
BUY
$19.85 - $21.72 $40,811 - $44,656
2,056 Added 69.77%
5,003 $108,000
Q3 2023

Oct 30, 2023
BUY
$20.34 - $21.26 $59,941 - $62,653
2,947 New
2,947 $60,000

Others Institutions Holding IBDV

# of Institutions
195
Shares Held
49.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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