Segment Wealth Management, LLC Ishares Tr Transaction History

Segment Wealth Management, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Segment Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Segment Wealth Management, LLC holds 75,945 shares of IBDV stock, worth $1.64 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
75,945
Previous 51,530 47.38%
Holding current value
$1.64 Million
Previous $1.14 Million 42.03%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Jan 16, 2025
BUY
$21.24 - $22.15 $518,574 - $540,792
24,415 Added 47.38%
75,945 $1.62 Million
Q3 2024

Oct 22, 2024
BUY
$21.11 - $22.24 $112,094 - $118,094
5,310 Added 11.49%
51,530 $1.14 Million
Q2 2024

Jul 22, 2024
BUY
$20.82 - $21.38 $219,234 - $225,131
10,530 Added 29.5%
46,220 $982,000
Q1 2024

Apr 24, 2024
BUY
$21.16 - $21.68 $256,247 - $262,544
12,110 Added 51.36%
35,690 $763,000
Q4 2023

Jan 25, 2024
BUY
$19.85 - $21.72 $268,967 - $294,306
13,550 Added 135.09%
23,580 $510,000
Q3 2023

Oct 24, 2023
BUY
$20.34 - $21.26 $204,010 - $213,237
10,030 New
10,030 $204,000

Others Institutions Holding IBDV

# of Institutions
222
Shares Held
60.8M
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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