A detailed history of Peloton Wealth Strategists transactions in Ishares Tr stock. As of the latest transaction made, Peloton Wealth Strategists holds 296,250 shares of IBDV stock, worth $6.53 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares
296,250
Previous 289,000 2.51%
Holding current value
$6.53 Million
Previous $6.35 Million 3.29%
% of portfolio
2.67%
Previous 2.62%

Shares

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

Nov 17, 2025

BUY
$21.75 - $22.22 $157,687 - $161,095
7,250 Added 2.51%
296,250 $6.56 Million
Q2 2025

Aug 13, 2025

BUY
$21.28 - $21.98 $329,840 - $340,690
15,500 Added 5.67%
289,000 $6.35 Million
Q1 2025

May 16, 2025

BUY
$21.11 - $21.73 $768,404 - $790,972
36,400 Added 15.35%
273,500 $5.94 Million
Q4 2024

Feb 05, 2025

BUY
$21.24 - $22.15 $917,567 - $956,879
43,200 Added 22.28%
237,100 $5.06 Million
Q3 2024

Nov 15, 2024

BUY
$21.11 - $22.24 $204,767 - $215,727
9,700 Added 5.27%
193,900 $4.3 Million
Q2 2024

Aug 15, 2024

BUY
$20.82 - $21.38 $181,134 - $186,006
8,700 Added 4.96%
184,200 $3.92 Million
Q1 2024

May 14, 2024

BUY
$21.16 - $21.68 $327,980 - $336,040
15,500 Added 9.69%
175,500 $3.76 Million
Q4 2023

Feb 15, 2024

BUY
$19.85 - $21.72 $337,450 - $369,240
17,000 Added 11.89%
160,000 $3.46 Million
Q3 2023

Nov 13, 2023

BUY
$20.34 - $21.26 $799,362 - $835,518
39,300 Added 37.9%
143,000 $2.91 Million
Q2 2023

Aug 10, 2023

BUY
$21.0 - $21.69 $602,700 - $622,503
28,700 Added 38.27%
103,700 $2.2 Million
Q1 2023

May 11, 2023

BUY
$20.69 - $21.78 $703,460 - $740,520
34,000 Added 82.93%
75,000 $1.61 Million
Q4 2022

Feb 13, 2023

BUY
$19.74 - $21.37 $148,050 - $160,275
7,500 Added 22.39%
41,000 $853,000
Q3 2022

Nov 14, 2022

BUY
$20.06 - $22.25 $672,010 - $745,375
33,500 New
33,500 $679,000

Others Institutions Holding IBDV

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Peloton Wealth Strategists Portfolio

Follow Peloton Wealth Strategists and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peloton Wealth Strategists, based on Form 13F filings with the SEC.

News

Stay updated on Peloton Wealth Strategists with notifications on news.