Panoramic Investment Advisors, LLC Ishares Tr Transaction History

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 31,926 shares of IDV stock, worth $992,260. This represents 0.57% of its overall portfolio holdings.

Number of Shares
31,926
Previous 19,658 62.41%
Holding current value
$992,260
Previous $594 Million 47.1%
% of portfolio
0.57%
Previous 0.41%

Shares

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

Jan 24, 2025
BUY
$27.03 - $29.92 $331,604 - $367,058
12,268 Added 62.41%
31,926 $874 Million
Q3 2024

Oct 31, 2024
BUY
$27.62 - $30.64 $26,598 - $29,506
963 Added 5.15%
19,658 $594 Million
Q1 2024

Apr 18, 2024
BUY
$26.95 - $28.13 $88,908 - $92,800
3,299 Added 21.43%
18,695 $524 Million
Q4 2023

Jan 23, 2024
BUY
$24.46 - $28.13 $72,377 - $83,236
2,959 Added 23.79%
15,396 $431 Million
Q3 2023

Nov 15, 2023
BUY
$25.3 - $27.59 $87,816 - $95,764
3,471 Added 38.71%
12,437 $316 Million
Q4 2022

Mar 01, 2023
BUY
$22.26 - $27.56 $199,583 - $247,102
8,966 New
8,966 $244 Million

Others Institutions Holding IDV

# of Institutions
496
Shares Held
79.8M
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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