Unique Wealth, LLC Ishares Tr Transaction History

Unique Wealth, LLC

  • $437 Billion
  • Q3 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Unique Wealth, LLC holds 10,897 shares of IDV stock, worth $314,705. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,897
Previous 20,483 46.8%
Holding current value
$314,705
Previous $567 Million 41.88%
% of portfolio
0.08%
Previous 0.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024
SELL
$27.62 - $30.64 $264,765 - $293,715
-9,586 Reduced 46.8%
10,897 $329 Million
Q2 2024

Jul 18, 2024
SELL
$26.94 - $30.1 $99,166 - $110,798
-3,681 Reduced 15.23%
20,483 $567 Million
Q1 2024

Apr 11, 2024
BUY
$26.95 - $28.13 $25,710 - $26,836
954 Added 4.11%
24,164 $678 Million
Q4 2023

Jan 11, 2024
BUY
$24.46 - $28.13 $30,526 - $35,106
1,248 Added 5.68%
23,210 $650 Million
Q3 2023

Oct 10, 2023
BUY
$25.3 - $27.59 $51,510 - $56,173
2,036 Added 10.22%
21,962 $558 Million
Q2 2023

Jul 21, 2023
BUY
$25.86 - $28.52 $4,396 - $4,848
170 Added 0.86%
19,926 $525 Million
Q1 2023

Apr 20, 2023
BUY
$26.54 - $29.5 $8,200 - $9,115
309 Added 1.59%
19,756 $543 Million
Q4 2022

Jan 25, 2023
BUY
$22.26 - $27.56 $432,890 - $535,959
19,447 New
19,447 $528 Million

Others Institutions Holding IDV

# of Institutions
463
Shares Held
82.8M
Call Options Held
24.7K
Put Options Held
23.3K
View Full List

About ISHARES TR

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