Wealth Shield Partners, LLC Ishares Tr Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 4,100 shares of IDV stock, worth $127,551. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,100

Previous 400 925.0%

Holding current value

$127,551

Previous $12,000 833.33%

% of portfolio

0.02%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$27.03 - $29.92 $100,011 - $110,704	3,700 Added 925.0%	4,100 $112,000
Q4 2023 Jan 23, 2024	BUY	$24.46 - $28.13 $9,784 - $11,252	400 New	400 $11,000
Q3 2021 Nov 12, 2021	SELL	$30.42 - $32.96 $12,168 - $13,184	-400 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$29.53 - $32.13 $11,812 - $12,852	400 New	400 $13,000
Q4 2020 Feb 16, 2021	SELL	$24.08 - $29.73 $9,632 - $11,892	-400 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$19.58 - $34.05 $7,831 - $13,619	400 New	400 $9,000
Q4 2019 Feb 13, 2020	SELL	$29.79 - $33.61 $12,869 - $14,519	-432 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	N/A	-600 Reduced 58.14%	432 $12,000
Q3 2018 Nov 05, 2018	BUY	N/A	600 Added 138.89%	1,032 $34,000
Q2 2018 Aug 02, 2018	SELL	N/A	-462 Reduced 51.68%	432 $14,000
Q1 2018 May 11, 2018	SELL	N/A	-143 Reduced 13.79%	894 $30,000
Q4 2017 Apr 18, 2018	BUY	N/A	1,037	1,037 $35,000

Others Institutions Holding IDV

# of Institutions

505

Shares Held

78.5M

Call Options Held

20.5K

Put Options Held

24.8K

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 Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.

Account

Wealth Shield Partners, LLC Ishares Tr Transaction History