Van Hulzen Asset Management, LLC Ishares Tr Transaction History

Van Hulzen Asset Management, LLC

$1.32 Billion
Q4 2024

A detailed history of Van Hulzen Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 2,075 shares of IBDV stock, worth $44,695. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,075

Holding current value

$44,695

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$21.24 - $22.15 $44,073 - $45,961	2,075 New	2,075 $44,000

Others Institutions Holding IBDV

# of Institutions

221

Shares Held

60.5M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.34M
Shares

$93.5 Million
1.04% of portfolio
Bank Of America Corp Charlotte, NC

3.87M
Shares

$83.4 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.42M
Shares

$73.7 Million
0.02% of portfolio
Capital Investment Advisors, LLC

2.89M
Shares

$62.3 Million
1.28% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.66M
Shares

$57.3 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Van Hulzen Asset Management, LLC Ishares Tr Transaction History