Provenance Wealth Advisors, LLC Ishares Tr Transaction History

Provenance Wealth Advisors, LLC

  • $774 Billion
  • Q3 2025

A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 21,227 shares of IBDV stock, worth $467,630. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,227
Previous 22,860 7.14%
Holding current value
$467,630
Previous $497 Million 5.31%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 12, 2025
SELL
$21.75 - $22.22 $35,517 - $36,285
-1,633 Reduced 7.14%
21,227 $470 Million
Q1 2025

Aug 15, 2025
BUY
$21.11 - $21.73 $218,572 - $224,992
10,354 Added 82.79%
22,860 $497 Million
Q4 2024

Aug 15, 2025
BUY
$21.24 - $22.15 $49,404 - $51,520
2,326 Added 22.85%
12,506 $267 Million
Q3 2024

Aug 15, 2025
BUY
$21.11 - $22.24 $214,899 - $226,403
10,180 New
10,180 $226 Million

Others Institutions Holding IBDV

# of Institutions
292
Shares Held
80.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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