DOPKINS WEALTH MANAGEMENT, LLC IDEV Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's iShares Core MSCI International Developed Markets ETF Holding Summary
As of 2025-06-30, DOPKINS WEALTH MANAGEMENT, LLC held 24,272.00 shares of iShares Core MSCI International Developed Markets ETF(IDEV), totaling $1.85 Mil. This investment constitutes 0.83% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding iShares Core MSCI International Developed Markets ETF(IDEV) stock.
The initial trade took place in 2023Q3. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 6 purchases of IDEV, at an average price of $66.96, for a total of 41,177.00 shares. In addition, there have been 2 sales at an average price of $64.42 for 16,905.00 shares. Based on historical transaction data and IDEV's current price of $77.97, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his IDEV holdings is $223,991.01, reflecting a 8.12% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC IDEV ($77.97) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC IDEV ($77.97) 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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