Steel Peak Wealth Management LLC Ishares Tr Transaction History

Steel Peak Wealth Management LLC

  • $2.87 Billion
  • Q4 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 29,739 shares of IDV stock, worth $1.14 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
29,739
Previous 41,202 27.82%
Holding current value
$1.14 Million
Previous $1.51 Million 24.52%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$35.91 - $38.56 $411,636 - $442,013
-11,463 Reduced 27.82%
29,739 $1.14 Million
Q3 2025

Oct 21, 2025
BUY
$34.54 - $37.28 $589,805 - $636,593
17,076 Added 70.78%
41,202 $1.51 Million
Q2 2025

Jul 22, 2025
BUY
$27.79 - $34.84 $670,461 - $840,549
24,126 New
24,126 $832,000

Others Institutions Holding IDV

# of Institutions
598
Shares Held
92M
Call Options Held
13.5K
Put Options Held
39.4K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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