Prevail Innovative Wealth Advisors, LLC Ishares Tr Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $345 Billion
  • Q4 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 91,264 shares of IDV stock, worth $2.85 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
91,264
Previous 98,312 7.17%
Holding current value
$2.85 Million
Previous $2.97 Billion 15.92%
% of portfolio
0.72%
Previous 0.91%

Shares

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

Feb 12, 2025
SELL
$27.03 - $29.92 $190,507 - $210,876
-7,048 Reduced 7.17%
91,264 $2.5 Billion
Q3 2024

Nov 13, 2024
BUY
$27.62 - $30.64 $2.72 Million - $3.01 Million
98,312 New
98,312 $2.97 Billion

Others Institutions Holding IDV

# of Institutions
497
Shares Held
78.5M
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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