Executive Wealth Management, LLC Ishares Tr Transaction History

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Executive Wealth Management, LLC holds 172,392 shares of IBDV stock, worth $3.7 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
172,392
Previous 126,299 36.5%
Holding current value
$3.7 Million
Previous $2.8 Million 31.5%
% of portfolio
0.32%
Previous 0.24%

Shares

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

Feb 13, 2025
BUY
$21.24 - $22.15 $979,015 - $1.02 Million
46,093 Added 36.5%
172,392 $3.68 Million
Q3 2024

Nov 01, 2024
BUY
$21.11 - $22.24 $1.92 Million - $2.02 Million
90,967 Added 257.46%
126,299 $2.8 Million
Q2 2024

Aug 08, 2024
BUY
$20.82 - $21.38 $297,913 - $305,926
14,309 Added 68.06%
35,332 $751,000
Q1 2024

May 13, 2024
BUY
$21.16 - $21.68 $241,943 - $247,889
11,434 Added 119.24%
21,023 $449,000
Q4 2023

Jan 26, 2024
BUY
$19.85 - $21.72 $190,341 - $208,273
9,589 New
9,589 $207,000

Others Institutions Holding IBDV

# of Institutions
229
Shares Held
62.2M
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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