Sea Crest Wealth Management, LLC Ishares Tr Transaction History

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 10,130 shares of IDV stock, worth $296,403. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,130
Previous 10,433 2.9%
Holding current value
$296,403
Previous $315,000 12.06%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 14, 2025
SELL
$27.03 - $29.92 $8,190 - $9,065
-303 Reduced 2.9%
10,130 $277,000
Q3 2024

Oct 16, 2024
BUY
$27.62 - $30.64 $55 - $61
2 Added 0.02%
10,433 $315,000
Q2 2024

Jul 19, 2024
BUY
$26.94 - $30.1 $2,694 - $3,010
100 Added 0.97%
10,431 $288,000
Q1 2024

Apr 18, 2024
SELL
$26.95 - $28.13 $4,069 - $4,247
-151 Reduced 1.44%
10,331 $289,000
Q4 2023

Jan 18, 2024
BUY
$24.46 - $28.13 $122 - $140
5 Added 0.05%
10,482 $293,000
Q3 2023

Oct 12, 2023
BUY
$25.3 - $27.59 $265,068 - $289,060
10,477 New
10,477 $266,000
Q4 2022

Feb 14, 2023
SELL
$22.26 - $27.56 $32,788 - $40,595
-1,473 Reduced 12.39%
10,420 $283,000
Q3 2022

Nov 14, 2022
SELL
$22.53 - $28.47 $52,472 - $66,306
-2,329 Reduced 16.38%
11,893 $268,000
Q2 2022

Aug 09, 2022
SELL
$26.84 - $32.0 $7,676 - $9,152
-286 Reduced 1.97%
14,222 $386,000
Q1 2022

May 16, 2022
BUY
$29.99 - $33.33 $4,168 - $4,632
139 Added 0.97%
14,508 $461,000
Q4 2021

Feb 11, 2022
SELL
$29.77 - $31.71 $60,433 - $64,371
-2,030 Reduced 12.38%
14,369 $448,000
Q3 2021

Nov 16, 2021
BUY
$30.42 - $32.96 $9,126 - $9,888
300 Added 1.86%
16,399 $499,000
Q2 2021

Aug 12, 2021
BUY
$31.67 - $34.02 $411 - $442
13 Added 0.08%
16,099 $522,000
Q1 2021

May 17, 2021
SELL
$29.53 - $32.13 $2,775 - $3,020
-94 Reduced 0.58%
16,086 $506,000
Q4 2020

Feb 09, 2021
BUY
$24.08 - $29.73 $96,320 - $118,920
4,000 Added 32.84%
16,180 $477,000
Q2 2020

Jul 27, 2020
SELL
$21.21 - $27.95 $29,015 - $38,235
-1,368 Reduced 10.1%
12,180 $306,000
Q1 2020

May 13, 2020
BUY
$19.58 - $34.05 $156 - $272
8 Added 0.06%
13,548 $306,000
Q4 2019

Jan 22, 2020
BUY
$29.79 - $33.61 $387 - $436
13 Added 0.1%
13,540 $455,000
Q3 2019

Oct 15, 2019
BUY
$30.41 - $31.26 $411,356 - $422,854
13,527 New
13,527 $416,000

Others Institutions Holding IDV

# of Institutions
494
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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