Morgan Rosel Wealth Management, LLC Ishares Tr Transaction History

Morgan Rosel Wealth Management, LLC

  • $292 Million
  • Q4 2024

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 12,722 shares of IDV stock, worth $396,926. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,722
Holding current value
$396,926
% of portfolio
0.12%

Shares

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

Feb 04, 2025
BUY
$27.03 - $29.92 $343,875 - $380,642
12,722 New
12,722 $348,000
Q3 2019

Oct 31, 2019
SELL
$30.41 - $31.26 $203,747 - $209,442
-6,700 Closed
0 $0
Q2 2019

Aug 06, 2019
BUY
N/A
6,700 New
6,700 $206,000

Others Institutions Holding IDV

# of Institutions
496
Shares Held
78.4M
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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