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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

SELL
$34.54 - $37.28 $19,342 - $20,876
-560 Reduced 9.24%
5,503 $201 Million
Q2 2025

Jul 30, 2025

SELL
$27.79 - $34.84 $16,145 - $20,242
-581 Reduced 8.74%
6,063 $209 Million
Q1 2025

May 06, 2025

BUY
$27.0 - $31.7 $179,388 - $210,614
6,644 New
6,644 $206 Million

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.