Gradient Capital Advisors, LLC Ishares Tr Transaction History

Gradient Capital Advisors, LLC

  • $304 Million
  • Q4 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 27,647 shares of IBDV stock, worth $599,939. This represents 0.19% of its overall portfolio holdings.

Number of Shares
27,647
Previous 25,130 10.02%
Holding current value
$599,939
Previous $557,000 5.92%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Jan 29, 2025
BUY
$21.24 - $22.15 $53,461 - $55,751
2,517 Added 10.02%
27,647 $590,000
Q3 2024

Oct 16, 2024
BUY
$21.11 - $22.24 $16,698 - $17,591
791 Added 3.25%
25,130 $557,000
Q2 2024

Jul 19, 2024
BUY
$20.82 - $21.38 $59,316 - $60,911
2,849 Added 13.26%
24,339 $517,000
Q1 2024

Apr 17, 2024
BUY
$21.16 - $21.68 $124,166 - $127,218
5,868 Added 37.56%
21,490 $459,000
Q4 2023

Jan 31, 2024
BUY
$19.85 - $21.72 $310,096 - $339,309
15,622 New
15,622 $338,000

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
Track This Portfolio

Track Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital Advisors, LLC 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 Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email