AGILIS PARTNERS LLC IDV Holdings History

Number of Shares
267,395.00
Current Holdings Value*
$7.32 Mil
% of Portfolio
2.2%
Total Estimate Gain
$6.90 Mil
% of Total Estimate Gain
3.28%

AGILIS PARTNERS LLC's iShares International Select Dividend ETF Holding Summary

As of 2024-12-31, AGILIS PARTNERS LLC held 267,395.00 shares of iShares International Select Dividend ETF(IDV), totaling $7.32 Mil. This investment constitutes 2.2% of their stock portfolio, and AGILIS PARTNERS LLC now holds 0.19% of the outstanding iShares International Select Dividend ETF(IDV) stock.

The initial trade took place in 2018Q4. And since then AGILIS PARTNERS LLC has made 10 purchases of IDV, at an average price of $28.42, for a total of 7.39 Mil shares. In addition, there have been 6 sales at an average price of $29.12 for 7.13 Mil shares. Based on historical transaction data and IDV's current price of $35.57, AGILIS PARTNERS LLC's estimated gain on his IDV holdings is $6.90 Mil, reflecting a 3.28% gain to date.

AGILIS PARTNERS LLC IDV ($35.57) Holding Chart

AGILIS PARTNERS LLC IDV ($35.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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