Caliber Wealth Management, LLC / Ks Ishares Tr Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Tr stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 5,503 shares of IDV stock, worth $210,324. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,503
Previous 6,063
9.24%
Holding current value
$210,324
Previous $209 Million
3.87%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IDV
# of Institutions
587Shares 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