Minich Mac Gregor Wealth Management, LLC Ishares Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $484 Million
  • Q3 2025

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 397,200 shares of IBDV stock, worth $8.75 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
397,200
Previous 394,318 0.73%
Holding current value
$8.75 Million
Previous $8.67 Million 1.5%
% of portfolio
1.82%
Previous 1.97%

Shares

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

Oct 28, 2025
BUY
$21.75 - $22.22 $62,683 - $64,038
2,882 Added 0.73%
397,200 $8.8 Million
Q2 2025

Jul 16, 2025
SELL
$21.28 - $21.98 $25,429 - $26,266
-1,195 Reduced 0.3%
394,318 $8.67 Million
Q1 2025

Apr 22, 2025
BUY
$21.11 - $21.73 $483,693 - $497,899
22,913 Added 6.15%
395,513 $8.59 Million
Q4 2024

Jan 17, 2025
BUY
$21.24 - $22.15 $7.91 Million - $8.25 Million
372,600 New
372,600 $7.96 Million

Others Institutions Holding IBDV

# of Institutions
290
Shares Held
80.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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