Tiedemann Advisors, LLC Ishares Tr Transaction History

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

A detailed history of Tiedemann Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Tiedemann Advisors, LLC holds 73,953 shares of IDV stock, worth $2.83 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

73,953

Previous 73,953 -0.0%

Holding current value

$2.83 Million

Previous $1.95 Million 3.54%

% of portfolio

0.08%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	BUY	$25.86 - $28.52 $1.91 Million - $2.11 Million	73,953 New	73,953 $1.95 Million
Q2 2022 Aug 03, 2022	SELL	$26.84 - $32.0 $189,839 - $226,336	-7,073 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$30.42 - $32.96 $226,689 - $245,617	-7,452 Reduced 51.3%	7,073 $215,000
Q3 2020 Nov 12, 2020	SELL	$24.68 - $26.95 $9,353 - $10,214	-379 Reduced 2.54%	14,525 $362,000
Q1 2020 May 07, 2020	SELL	$19.58 - $34.05 $47,970 - $83,422	-2,450 Reduced 14.12%	14,904 $337,000

Q4 2019 Feb 12, 2020	BUY	$29.79 - $33.61 $72,985 - $82,344	2,450 Added 16.44%	17,354 $582,000
Q3 2019 Nov 06, 2019	SELL	$30.41 - $31.26 $190,488 - $195,812	-6,264 Reduced 29.59%	14,904 $458,000
Q2 2019 Aug 13, 2019	BUY	N/A	6,264 Added 42.03%	21,168 $650,000
Q4 2018 Feb 13, 2019	SELL	N/A	-9,911 Reduced 39.94%	14,904 $428,000
Q2 2018 Aug 14, 2018	BUY	N/A	17,363 Added 233.0%	24,815 $796,000
Q1 2018 May 11, 2018	BUY	N/A	7,452 New	7,452 $246,000

Others Institutions Holding IDV

# of Institutions

583

Shares Held

91.5M

Call Options Held

13.5K

Put Options Held

138K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tiedemann Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tiedemann Advisors, LLC with notifications on news.

Account

Tiedemann Advisors, LLC Ishares Tr Transaction History