Comprehensive Financial Consultants Institutional, Inc. Ishares Tr Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$259 Million
Q3 2024

A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 13,527 shares of IDV stock, worth $370,775. This represents 0.16% of its overall portfolio holdings.

Number of Shares

13,527

Previous 13,777 1.81%

Holding current value

$370,775

Previous $381,000 7.09%

% of portfolio

0.16%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$27.62 - $30.64 $6,905 - $7,660	-250 Reduced 1.81%	13,527 $408,000
Q1 2024 May 02, 2024	SELL	$26.95 - $28.13 $2,075 - $2,166	-77 Reduced 0.56%	13,777 $386,000
Q4 2023 Jan 24, 2024	SELL	$24.46 - $28.13 $2,225 - $2,559	-91 Reduced 0.65%	13,854 $387,000
Q2 2023 Jul 24, 2023	SELL	$25.86 - $28.52 $7,758 - $8,556	-300 Reduced 2.11%	13,945 $367,000
Q3 2022 Nov 14, 2022	SELL	$22.53 - $28.47 $23,341 - $29,494	-1,036 Reduced 6.78%	14,245 $329,000
Q2 2022 Aug 09, 2022	SELL	$26.84 - $32.0 $4,562 - $5,440	-170 Reduced 1.1%	15,281 $398,000
Q4 2021 Mar 10, 2022	BUY	$29.77 - $31.71 $459,976 - $489,951	15,451 New	15,451 $498,000

Others Institutions Holding IDV

# of Institutions

480

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.

Account

Comprehensive Financial Consultants Institutional, Inc. Ishares Tr Transaction History