Bogart Wealth, LLC Ishares Tr Transaction History

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,124 shares of IBDV stock, worth $134,911. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,124
Previous 6,124 -0.0%
Holding current value
$134,911
Previous $134,000 0.75%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$21.28 - $21.98 $1,553 - $1,604
73 Added 1.21%
6,124 $134,000
Q1 2025

May 01, 2025
SELL
$21.11 - $21.73 $19,188 - $19,752
-909 Reduced 13.06%
6,051 $131,000
Q4 2024

Jan 29, 2025
BUY
$21.24 - $22.15 $7,455 - $7,774
351 Added 5.31%
6,960 $148,000
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
290
Shares Held
80.6M
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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