Kerntke Otto Mc Glone Wealth Management Group Ishares Tr Transaction History

Kerntke Otto Mc Glone Wealth Management Group

  • $130 Million
  • Q4 2024

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Ishares Tr stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 28,352 shares of IDV stock, worth $829,579. This represents 0.6% of its overall portfolio holdings.

Number of Shares
28,352
Previous 23,294 21.71%
Holding current value
$829,579
Previous $704,000 10.23%
% of portfolio
0.6%
Previous 0.6%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$27.03 - $29.92 $136,717 - $151,335
5,058 Added 21.71%
28,352 $776,000
Q3 2024

Nov 12, 2024
BUY
$27.62 - $30.64 $30,050 - $33,336
1,088 Added 4.9%
23,294 $704,000
Q2 2024

Aug 14, 2024
SELL
$26.94 - $30.1 $129,796 - $145,021
-4,818 Reduced 17.83%
22,206 $614,000
Q1 2024

May 10, 2024
SELL
$26.95 - $28.13 $2.79 Million - $2.91 Million
-103,342 Reduced 79.27%
27,024 $757,000
Q4 2023

Feb 06, 2024
BUY
$24.46 - $28.13 $61,883 - $71,168
2,530 Added 1.98%
130,366 $3.65 Million
Q3 2023

Nov 13, 2023
BUY
$25.3 - $27.59 $3,162 - $3,448
125 Added 0.1%
127,836 $3.25 Million
Q2 2023

Aug 09, 2023
BUY
$25.86 - $28.52 $170,546 - $188,089
6,595 Added 5.45%
127,711 $3.36 Million
Q1 2023

May 04, 2023
BUY
$26.54 - $29.5 $936,782 - $1.04 Million
35,297 Added 41.13%
121,116 $3.33 Million
Q4 2022

Feb 14, 2023
BUY
$22.26 - $27.56 $294,455 - $364,563
13,228 Added 18.22%
85,819 $2.33 Million
Q3 2022

Nov 14, 2022
BUY
$22.53 - $28.47 $499,963 - $631,777
22,191 Added 44.03%
72,591 $1.64 Million
Q2 2022

Aug 12, 2022
BUY
$26.84 - $32.0 $192,496 - $229,504
7,172 Added 16.59%
50,400 $1.37 Million
Q1 2022

May 16, 2022
BUY
$29.99 - $33.33 $162,725 - $180,848
5,426 Added 14.35%
43,228 $1.37 Million
Q4 2021

Feb 14, 2022
BUY
$29.77 - $31.71 $501,207 - $533,869
16,836 Added 80.3%
37,802 $1.18 Million
Q3 2021

Nov 09, 2021
SELL
$30.42 - $32.96 $4,197 - $4,548
-138 Reduced 0.65%
20,966 $638,000
Q2 2021

Aug 04, 2021
BUY
$31.67 - $34.02 $122,594 - $131,691
3,871 Added 22.46%
21,104 $684,000
Q1 2021

May 14, 2021
BUY
$29.53 - $32.13 $40,899 - $44,500
1,385 Added 8.74%
17,233 $542,000
Q4 2020

Feb 12, 2021
SELL
$24.08 - $29.73 $1,998 - $2,467
-83 Reduced 0.52%
15,848 $467,000
Q3 2020

Nov 12, 2020
BUY
$24.68 - $26.95 $81,221 - $88,692
3,291 Added 26.04%
15,931 $397,000
Q2 2020

Jul 31, 2020
BUY
$21.21 - $27.95 $80,640 - $106,265
3,802 Added 43.02%
12,640 $318,000
Q1 2020

Apr 27, 2020
SELL
$19.58 - $34.05 $6,304 - $10,964
-322 Reduced 3.52%
8,838 $200,000
Q4 2019

Feb 21, 2020
BUY
$29.79 - $33.61 $272,876 - $307,867
9,160 New
9,160 $308,000

Others Institutions Holding IDV

# of Institutions
494
Shares Held
79.8M
Call Options Held
20.5K
Put Options Held
24.8K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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