Johnson & White Wealth Management, LLC Ishares Tr Transaction History

Johnson & White Wealth Management, LLC

$204 Million
Q3 2025

A detailed history of Johnson & White Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 258,137 shares of IDV stock, worth $9.87 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares

258,137

Previous 241,627 6.83%

Holding current value

$9.87 Million

Previous $8.34 Million 13.13%

% of portfolio

4.61%

Previous 4.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$34.54 - $37.28 $570,255 - $615,492	16,510 Added 6.83%	258,137 $9.43 Million
Q2 2025 Jul 17, 2025	BUY	$27.79 - $34.84 $287,654 - $360,628	10,351 Added 4.48%	241,627 $8.34 Million
Q1 2025 Apr 10, 2025	BUY	$27.0 - $31.7 $697,599 - $819,032	25,837 Added 12.58%	231,276 $7.17 Million
Q4 2024 Jan 13, 2025	BUY	$27.03 - $29.92 $5.55 Million - $6.15 Million	205,439 New	205,439 $5.62 Million
Q1 2024 Apr 10, 2024	BUY	$26.95 - $28.13 $483,914 - $505,102	17,956 Added 11.03%	180,778 $5.07 Million

Q4 2023 Jan 17, 2024	SELL	$24.46 - $28.13 $461,633 - $530,897	-18,873 Reduced 10.39%	162,822 $4.56 Million
Q3 2023 Oct 12, 2023	BUY	$25.3 - $27.59 $4.6 Million - $5.01 Million	181,695 New	181,695 $4.62 Million
Q1 2023 Apr 17, 2023	BUY	$26.54 - $29.5 $5.18 Million - $5.76 Million	195,133 New	195,133 $5.36 Million
Q3 2022 Nov 14, 2022	BUY	$22.53 - $28.47 $3.28 Million - $4.15 Million	145,643 New	145,643 $3.28 Million

Others Institutions Holding IDV

# of Institutions

582

Shares Held

91.5M

Call Options Held

13.5K

Put Options Held

138K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

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Johnson & White Wealth Management, LLC Ishares Tr Transaction History