Gradient Investments LLC Ishares Tr Transaction History

Gradient Investments LLC

$4.99 Billion
Q4 2025

A detailed history of Gradient Investments LLC transactions in Ishares Tr stock. As of the latest transaction made, Gradient Investments LLC holds 6,542 shares of IDV stock, worth $250,035. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,542

Previous 6,388 2.41%

Holding current value

$250,035

Previous $236,000 5.93%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$35.91 - $38.56 $5,530 - $5,938	154 Added 2.41%	6,542 $250,000
Q2 2025 Jul 08, 2025	BUY	$27.79 - $34.84 $177,522 - $222,557	6,388 New	6,388 $220,000
Q1 2024 Apr 23, 2024	SELL	$26.95 - $28.13 $15,684 - $16,371	-582 Reduced 8.35%	6,388 $179,000
Q2 2023 Jul 11, 2023	SELL	$25.86 - $28.52 $9,438 - $10,409	-365 Reduced 4.98%	6,970 $183,000
Q4 2022 Jan 10, 2023	BUY	$22.26 - $27.56 $25,242 - $31,253	1,134 Added 18.29%	7,335 $0

Q3 2022 Oct 14, 2022	BUY	$22.53 - $28.47 $630 - $797	28 Added 0.45%	6,201 $140,000
Q1 2022 May 26, 2022	SELL	$29.99 - $33.33 $6,537 - $7,265	-218 Reduced 3.41%	6,173 $196,000
Q4 2021 Jan 12, 2022	BUY	$29.77 - $31.71 $6,489 - $6,912	218 Added 3.53%	6,391 $199,000
Q2 2021 Jul 12, 2021	BUY	$31.67 - $34.02 $195,498 - $210,005	6,173 New	6,173 $200,000

Others Institutions Holding IDV

# of Institutions

587

Shares Held

91.7M

Call Options Held

13.5K

Put Options Held

39.4K

View Full List

About ISHARES TR

Ticker IDV
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Gradient Investments LLC Ishares Tr Transaction History