Bradley & Co. Private Wealth Management, LLC Ishares Tr Transaction History

Bradley & Co. Private Wealth Management, LLC

  • $159 Million
  • Q4 2024

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 8,785 shares of IBDV stock, worth $190,634. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,785
Previous 13,590 35.36%
Holding current value
$190,634
Previous $288,000 35.07%
% of portfolio
0.12%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$21.24 - $22.15 $102,058 - $106,430
-4,805 Reduced 35.36%
8,785 $187,000
Q2 2024

Jul 31, 2024
SELL
$20.82 - $21.38 $6,912 - $7,098
-332 Reduced 2.38%
13,590 $288,000
Q1 2023

May 08, 2023
SELL
$20.69 - $21.78 $206,755 - $217,647
-9,993 Reduced 41.79%
13,922 $299,000
Q4 2022

Feb 13, 2023
BUY
$19.74 - $21.37 $6,553 - $7,094
332 Added 1.41%
23,915 $497,000
Q3 2022

Oct 21, 2022
SELL
$20.06 - $22.25 $358,492 - $397,629
-17,871 Reduced 43.11%
23,583 $478,000
Q2 2022

Jul 25, 2022
BUY
$20.9 - $23.16 $160,888 - $178,285
7,698 Added 22.8%
41,454 $887,000
Q4 2021

Jan 21, 2022
BUY
$24.81 - $25.39 $32,178 - $32,930
1,297 Added 4.0%
33,756 $847,000
Q3 2021

Nov 05, 2021
BUY
$25.3 - $25.88 $25,881 - $26,475
1,023 Added 3.25%
32,459 $821,000
Q1 2021

May 12, 2021
BUY
$24.59 - $26.21 $773,011 - $823,937
31,436 New
31,436 $779,000

Others Institutions Holding IBDV

# of Institutions
222
Shares Held
60.8M
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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