Independent Wealth Network Inc. Ishares Tr Transaction History

Independent Wealth Network Inc.

$218 Million
Q3 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 19,370 shares of IDV stock, worth $530,931. This represents 0.27% of its overall portfolio holdings.

Number of Shares

19,370

Previous 19,169 1.05%

Holding current value

$530,931

Previous $530,000 10.38%

% of portfolio

0.27%

Previous 0.25%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

480

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Ishares Tr Transaction History