Ellis Investment Partners, LLC IDV Holdings History
Ellis Investment Partners, LLC's iShares International Select Dividend ETF Holding Summary
As of 2025-03-31, Ellis Investment Partners, LLC held 38,667.00 shares of iShares International Select Dividend ETF(IDV), totaling $1.20 Mil. This investment constitutes 0.25% of their stock portfolio, and Ellis Investment Partners, LLC now holds 0.03% of the outstanding iShares International Select Dividend ETF(IDV) stock.
The initial trade took place in 2018Q4. And since then Ellis Investment Partners, LLC has made 6 purchases of IDV, at an average price of $29.68, for a total of 53,146.00 shares. In addition, there have been 8 sales at an average price of $30.34 for 14,479.00 shares. Based on historical transaction data and IDV's current price of $36.05, Ellis Investment Partners, LLC's estimated gain on his IDV holdings is $255,738.95, reflecting a 16.21% gain to date.
Ellis Investment Partners, LLC IDV ($36.05) Holding Chart
Ellis Investment Partners, LLC IDV ($36.05) 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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