Liberty Wealth Management LLC Ishares Tr Transaction History

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Liberty Wealth Management LLC holds 5,680 shares of IDV stock, worth $217,089. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,680
Previous 5,844 2.81%
Holding current value
$217,089
Previous $201,000 2.99%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$34.54 - $37.28 $5,664 - $6,113
-164 Reduced 2.81%
5,680 $207,000
Q2 2025

Aug 01, 2025
BUY
$27.79 - $34.84 $162,404 - $203,604
5,844 New
5,844 $201,000
Q1 2025

May 08, 2025
BUY
$27.0 - $31.7 $2.64 Million - $3.1 Million
97,930 New
97,930 $3.04 Million

Others Institutions Holding IDV

# of Institutions
583
Shares Held
91.5M
Call Options Held
13.5K
Put Options Held
138K
View Full List

About ISHARES TR

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