Strategic Wealth Advisors Group, LLC Ishares Tr Transaction History

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 35,841 shares of IDV stock, worth $1.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
35,841
Previous 42,200 15.07%
Holding current value
$1.02 Million
Previous $1.12 Million 28.11%
% of portfolio
0.03%
Previous 0.05%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$22.53 - $28.47 $143,268 - $181,040
-6,359 Reduced 15.07%
35,841 $808,000
Q2 2022

Aug 12, 2022
SELL
$26.84 - $32.0 $156,638 - $186,752
-5,836 Reduced 12.15%
42,200 $1.12 Million
Q1 2022

May 10, 2022
BUY
$29.99 - $33.33 $701,106 - $779,188
23,378 Added 94.81%
48,036 $1.53 Million
Q4 2021

Feb 16, 2022
SELL
$29.77 - $31.71 $60,820 - $64,783
-2,043 Reduced 7.65%
24,658 $774,000
Q3 2021

Nov 17, 2021
BUY
$30.42 - $32.96 $49,097 - $53,197
1,614 Added 6.43%
26,701 $812,000
Q2 2021

Aug 10, 2021
BUY
$31.67 - $34.02 $85,350 - $91,683
2,695 Added 12.04%
25,087 $813,000
Q1 2021

May 07, 2021
SELL
$29.53 - $32.13 $11,841 - $12,884
-401 Reduced 1.76%
22,392 $705,000
Q4 2020

Feb 12, 2021
SELL
$24.08 - $29.73 $25,452 - $31,424
-1,057 Reduced 4.43%
22,793 $672,000
Q3 2020

Nov 30, 2020
SELL
$24.68 - $26.95 $230,955 - $252,198
-9,358 Reduced 28.18%
23,850 $595,000
Q2 2020

Aug 03, 2020
SELL
$21.21 - $27.95 $41,126 - $54,195
-1,939 Reduced 5.52%
33,208 $838,000
Q1 2020

May 05, 2020
SELL
$19.58 - $34.05 $199,109 - $346,254
-10,169 Reduced 22.44%
35,147 $758,000
Q4 2019

Feb 10, 2020
BUY
$29.79 - $33.61 $132,774 - $149,799
4,457 Added 10.91%
45,316 $1.52 Million
Q3 2019

Nov 04, 2019
BUY
$30.41 - $31.26 $108,411 - $111,441
3,565 Added 9.56%
40,859 $1.25 Million
Q2 2019

Aug 13, 2019
BUY
N/A
1,808 Added 5.09%
37,294 $1.15 Million
Q1 2019

May 02, 2019
BUY
N/A
4,325 Added 13.88%
35,486 $0
Q4 2018

Feb 12, 2019
SELL
N/A
-24,392 Reduced 43.91%
31,161 $933,000
Q3 2018

Nov 07, 2018
BUY
N/A
55,553 New
55,553 $1.81 Million
Q2 2018

Sep 17, 2018
SELL
N/A
-29,226 Closed
0 $0
Q1 2018

May 08, 2018
SELL
N/A
-665 Reduced 2.22%
29,226 $964,000
Q4 2017

Mar 08, 2018
SELL
N/A
-37,602 Reduced 55.71%
29,891 $1.03 Million
Q3 2017

Nov 07, 2017
BUY
N/A
67,493
67,493 $2.28 Million

Others Institutions Holding IDV

# of Institutions
477
Shares Held
77M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

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