A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 119,281 shares of GVI stock, worth $12.4 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
119,281
Previous 121,099 1.5%
Holding current value
$12.4 Million
Previous $12.6 Billion 1.7%
% of portfolio
2.89%
Previous 2.88%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 19, 2024

SELL
$103.17 - $107.43 $187,563 - $195,307
-1,818 Reduced 1.5%
119,281 $12.8 Billion
Q2 2024

Dec 19, 2024

BUY
$102.13 - $104.03 $88,648 - $90,298
868 Added 0.72%
121,099 $12.6 Billion
Q1 2024

Dec 19, 2024

BUY
$103.31 - $105.01 $740,009 - $752,186
7,163 Added 6.34%
120,231 $12.5 Billion
Q4 2023

Dec 19, 2024

SELL
$100.06 - $104.91 $242,345 - $254,092
-2,422 Reduced 2.1%
113,068 $11.8 Billion
Q3 2023

Dec 19, 2024

BUY
$101.01 - $103.51 $330,706 - $338,891
3,274 Added 2.92%
115,490 $11.7 Billion
Q2 2023

Dec 19, 2024

SELL
$102.83 - $105.23 $192,909 - $197,411
-1,876 Reduced 1.64%
112,216 $11.5 Billion
Q1 2023

Dec 19, 2024

BUY
$101.58 - $105.07 $53,735 - $55,582
529 Added 0.47%
114,092 $11.9 Billion
Q4 2022

Dec 19, 2024

BUY
$100.23 - $103.85 $1.38 Million - $1.43 Million
13,773 Added 13.8%
113,563 $11.6 Billion
Q3 2022

Dec 19, 2024

SELL
$101.17 - $107.13 $315,346 - $333,924
-3,117 Reduced 3.03%
99,790 $10.1 Billion
Q2 2022

Dec 19, 2024

SELL
$103.39 - $108.19 $845,316 - $884,561
-8,176 Reduced 7.36%
102,907 $10.9 Billion
Q1 2022

Dec 19, 2024

SELL
$107.97 - $113.53 $184,952 - $194,476
-1,713 Reduced 1.52%
111,083 $12.1 Billion
Q4 2021

Dec 19, 2024

SELL
$113.61 - $115.26 $773,456 - $784,690
-6,808 Reduced 5.69%
112,796 $12.8 Billion
Q3 2021

Dec 19, 2024

SELL
$115.05 - $117.23 $800,748 - $815,920
-6,960 Reduced 5.5%
119,604 $13.8 Billion
Q2 2021

Dec 19, 2024

SELL
$114.9 - $115.97 $198,317 - $200,164
-1,726 Reduced 1.35%
126,564 $14.6 Billion
Q1 2021

Dec 19, 2024

BUY
$114.79 - $117.59 $3.27 Million - $3.35 Million
28,453 Added 28.5%
128,290 $14.7 Billion
Q4 2020

Dec 19, 2024

BUY
$116.99 - $117.71 $1.78 Million - $1.79 Million
15,242 Added 18.02%
99,837 $11.7 Billion
Q3 2020

Dec 19, 2024

BUY
$117.54 - $118.35 $1.93 Million - $1.95 Million
16,455 Added 24.15%
84,595 $9.96 Billion
Q2 2020

Dec 19, 2024

BUY
$114.67 - $117.72 $1.02 Million - $1.05 Million
8,931 Added 15.08%
68,140 $8.02 Billion
Q1 2020

Dec 19, 2024

SELL
$109.93 - $116.9 $538,876 - $573,043
-4,902 Reduced 7.65%
59,209 $6.79 Billion
Q4 2019

Dec 13, 2024

BUY
$112.46 - $113.86 $7.21 Million - $7.3 Million
64,111 New
64,111 $7.22 Billion

Others Institutions Holding GVI

About ISHARES TR


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

Track Independent Solutions Wealth Management, LLC Portfolio

Follow Independent Solutions Wealth Management, 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 Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.