Transform Wealth, LLC Ishares Tr Transaction History

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

A detailed history of Transform Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Transform Wealth, LLC holds 68,032 shares of IDV stock, worth $2.6 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
68,032
Previous 77,795 12.55%
Holding current value
$2.6 Million
Previous $2.13 Million 0.38%
% of portfolio
0.13%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$27.0 - $31.7 $263,601 - $309,487
-9,763 Reduced 12.55%
68,032 $2.12 Million
Q4 2024

Jan 16, 2025
BUY
$27.03 - $29.92 $2.1 Million - $2.33 Million
77,795 New
77,795 $2.13 Million

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

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