Paradigm, Strategies In Wealth Management, LLC Ishares Tr Transaction History

Paradigm, Strategies In Wealth Management, LLC

$144 Million
Q4 2024

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 78,945 shares of IBDV stock, worth $1.71 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

78,945

Previous 87,599 9.88%

Holding current value

$1.71 Million

Previous $1.94 Million 13.18%

% of portfolio

1.17%

Previous 1.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$21.24 - $22.15 $183,810 - $191,686	-8,654 Reduced 9.88%	78,945 $1.69 Million
Q3 2024 Oct 24, 2024	BUY	$21.11 - $22.24 $401,702 - $423,204	19,029 Added 27.75%	87,599 $1.94 Million
Q2 2024 Jul 30, 2024	BUY	$20.82 - $21.38 $58,587 - $60,163	2,814 Added 4.28%	68,570 $1.46 Million
Q1 2024 May 02, 2024	BUY	$21.16 - $21.68 $814,575 - $834,593	38,496 Added 141.22%	65,756 $1.41 Million
Q4 2023 Jan 26, 2024	BUY	$19.85 - $21.72 $183,215 - $200,475	9,230 Added 51.19%	27,260 $589,000
Q3 2023 Oct 25, 2023	BUY	$20.34 - $21.26 $366,730 - $383,317	18,030 New	18,030 $367,000

Others Institutions Holding IBDV

# of Institutions

222

Shares Held

60.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Paradigm, Strategies In Wealth Management, LLC Ishares Tr Transaction History