Kerntke Otto Mc Glone Wealth Management Group Ishares Tr Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$140 Million
Q4 2025

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 24,722 shares of IDV stock, worth $944,874. This represents 0.67% of its overall portfolio holdings.

Number of Shares

24,722

Previous 24,710 0.05%

Holding current value

$944,874

Previous $903,000 4.54%

% of portfolio

0.67%

Previous 0.69%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$35.91 - $38.56 $430 - $462	12 Added 0.05%	24,722 $944,000
Q3 2025 Oct 21, 2025	BUY	$34.54 - $37.28 $26,561 - $28,668	769 Added 3.21%	24,710 $903,000
Q2 2025 Jul 16, 2025	SELL	$27.79 - $34.84 $36,738 - $46,058	-1,322 Reduced 5.23%	23,941 $826,000
Q1 2025 May 01, 2025	SELL	$27.0 - $31.7 $83,403 - $97,921	-3,089 Reduced 10.9%	25,263 $783,000
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

590

Shares Held

91.8M

Call Options Held

13.5K

Put Options Held

39.4K

View Full List

About ISHARES TR

Ticker IDV
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Kerntke Otto Mc Glone Wealth Management Group Ishares Tr Transaction History