Leo Wealth, LLC Ishares Tr Transaction History

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024

A detailed history of Leo Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Leo Wealth, LLC holds 9,375 shares of IDV stock, worth $257,625. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,375
Previous 9,262 1.22%
Holding current value
$257,625
Previous $256 Million 10.58%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$27.62 - $30.64 $3,121 - $3,462
113 Added 1.22%
9,375 $283 Million
Q2 2024

Jul 17, 2024
BUY
$26.94 - $30.1 $5,657 - $6,321
210 Added 2.32%
9,262 $256 Million
Q1 2024

May 09, 2024
SELL
$26.95 - $28.13 $21,209 - $22,138
-787 Reduced 8.0%
9,052 $254 Million
Q4 2023

Mar 14, 2024
BUY
$24.46 - $28.13 $240,661 - $276,771
9,839 New
9,839 $275 Million

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

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email