Talisman Wealth Advisors LLC Ishares Tr Transaction History

Talisman Wealth Advisors LLC

$96.1 Million
Q3 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 9,697 shares of IBDV stock, worth $206,643. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,697

Holding current value

$206,643

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$21.11 - $22.24 $204,703 - $215,661	9,697 New	9,697 $214,000

Others Institutions Holding IBDV

# of Institutions

195

Shares Held

49.7M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

4.3M
Shares

$91.7 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

3.46M
Shares

$73.8 Million
0.01% of portfolio
Capital Investment Advisors, LLC

2.62M
Shares

$55.9 Million
1.21% of portfolio
Aptus Capital Advisors, LLC

2.6M
Shares

$55.5 Million
0.92% of portfolio
Capital Advisors Inc

2.33M
Shares

$49.6 Million
1.06% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Talisman Wealth Advisors LLC Ishares Tr Transaction History