Independent Wealth Network Inc. Ishares Tr Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares Tr stock. As of the latest transaction made, Independent Wealth Network Inc. holds 19,812 shares of IDV stock, worth $614,766. This represents 0.23% of its overall portfolio holdings.

Number of Shares

19,812

Previous 19,370 2.28%

Holding current value

$614,766

Previous $585,000 7.35%

% of portfolio

0.23%

Previous 0.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$27.03 - $29.92 $11,947 - $13,224	442 Added 2.28%	19,812 $542,000
Q3 2024 Oct 15, 2024	BUY	$27.62 - $30.64 $5,551 - $6,158	201 Added 1.05%	19,370 $585,000
Q2 2024 Jul 18, 2024	BUY	$26.94 - $30.1 $11,772 - $13,153	437 Added 2.33%	19,169 $530,000
Q1 2024 May 20, 2024	BUY	$26.95 - $28.13 $504,827 - $526,931	18,732 New	18,732 $525,000
Q4 2023 Jan 12, 2024	BUY	$24.46 - $28.13 $190,616 - $219,217	7,793 Added 75.87%	18,064 $505,000
Q3 2023 Oct 11, 2023	BUY	$25.3 - $27.59 $47,260 - $51,538	1,868 Added 22.23%	10,271 $260,000
Q2 2023 Jul 12, 2023	SELL	$25.86 - $28.52 $2,663 - $2,937	-103 Reduced 1.21%	8,403 $221,000
Q1 2023 Apr 18, 2023	BUY	$26.54 - $29.5 $7,855 - $8,732	296 Added 3.61%	8,506 $233,000
Q4 2022 Jan 25, 2023	BUY	$22.26 - $27.56 $182,754 - $226,267	8,210 New	8,210 $0
Q2 2022 Jul 26, 2022	SELL	$26.84 - $32.0 $5,421 - $6,464	-202 Reduced 2.51%	7,847 $213,000
Q1 2022 Apr 20, 2022	BUY	$29.99 - $33.33 $27,680 - $30,763	923 Added 12.95%	8,049 $256,000
Q4 2021 Feb 10, 2022	BUY	$29.77 - $31.71 $212,141 - $225,965	7,126 New	7,126 $222,000

Others Institutions Holding IDV

# of Institutions

496

Shares Held

78.4M

Call Options Held

20.5K

Put Options Held

24.8K

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About ISHARES TR

Ticker IDV
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Independent Wealth Network Inc. Ishares Tr Transaction History